Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned-To The Moon - Tiger Brokers Online Investing Community

Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned

Benzinga2023-01-16

ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition."It's just a car company that has built too much capacity they can't ...

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Dalanve
·2023-01-16
I was hoping to get some insight when i saw the topic. But once i saw the name Gordson Johnson, i knew i am gonna get nothing out from this from this 3rd class analyst. Do check out his tipranks.
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Bodoh
·2023-01-16
Good. Is it in the price?
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1
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Guavaxf30
·2023-01-16
I guess you can call me a Tesla bear (now). But the facts speaks for themselves. Shanghai plant expansion shelved. Global prie cuts. Last month's production decent 40%increase over PY, but they were promising much more. And, BYD is showing the Chinese EV's are Not going to lie down and die. All combined does not spell good news.
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23
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- Cvt:
  Discount tactic
  2023-01-16
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- T20211126001:
  Yessss
  2023-01-16
  Reply
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- TKPK:
  thanks for sharing 👍
  2023-01-16
  Reply
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View more 2 comments
itan
·2023-01-16
Ok
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1
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T202311701
·2023-01-16
O
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2
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JSQ
·2023-01-16
This year 2023 consumers spending will be low as recession set in and fed interest rate won't be cutting so soon. It will be a challenging year for Tesla.
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sydboy007
·2023-01-16
Gj is a joke. A dart board is a better investor. The best metric is to look at what share of the passenger vehicle market did Tesla have. Considering the total market numbers are falling while Tesla is growing sums it up. Tesla is the only electric vehicle manufacturer that can cut prices and still make money. BYD is now in trouble as they make maybe $1500 a car and let end models from Tesla are now similar cost to BYD. the price cuts from Tesla sorry the end to many electric vehicle manufacturers and dry goodbye to Nissan, Mazda, NIO, Xpeng, Lucid
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- TKPK:
  thanks for sharing
  2023-01-16
  Reply
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- T20211126001:
  Yessssss
  2023-01-16
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- 逆势投资:
  awesome
  2023-01-16
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LimBT
·2023-01-16
Ok
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JunioR
·2023-01-16
That's the natural outcome when you invest at a price that is equivalent of expecting tesla to produce 30% of all cars in the next 10 years...
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KW1
·2023-01-16
Ok like
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runningjames
·2023-01-16
Just sell and wait for below 100 level price
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- KW1:
  ok
  2023-01-16
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Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9958777993,"gmtCreate":1673836811512,"gmtModify":1676538892046,"author":{"id":"3576455844861453","authorId":"3576455844861453","name":"Dalanve","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3576455844861453","authorIdStr":"3576455844861453"},"htmlText":"I was hoping to get some insight when i saw the topic. But once i saw the name Gordson Johnson, i knew i am gonna get nothing out from this from this 3rd class analyst. Do check out his tipranks.","listText":"I was hoping to get some insight when i saw the topic. But once i saw the name Gordson Johnson, i knew i am gonna get nothing out from this from this 3rd class analyst. Do check out his tipranks.","text":"I was hoping to get some insight when i saw the topic. But once i saw the name Gordson Johnson, i knew i am gonna get nothing out from this from this 3rd class analyst. Do check out his tipranks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958777993","repostId":1158100710,"repostType":4,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958740306,"gmtCreate":1673833341205,"gmtModify":1676538891255,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3559859558754319","authorIdStr":"3559859558754319"},"htmlText":"Good. Is it in the price?","listText":"Good. Is it in the price?","text":"Good. Is it in the price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958740306","repostId":1158100710,"repostType":4,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958757592,"gmtCreate":1673833280616,"gmtModify":1676538891240,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"I guess you can call me a Tesla bear (now).&nbsp;&nbsp;But the facts speaks&nbsp;for themselves.&nbsp; Shanghai plant expansion shelved. Global prie cuts. Last month's production decent 40%increase over PY, but they were promising much more.&nbsp; And, BYD is showing the Chinese EV's are Not&nbsp;going to lie down and die.&nbsp; All combined does not spell good news.&nbsp;","listText":"I guess you can call me a Tesla bear (now).&nbsp;&nbsp;But the facts speaks&nbsp;for themselves.&nbsp; Shanghai plant expansion shelved. Global prie cuts. Last month's production decent 40%increase over PY, but they were promising much more.&nbsp; And, BYD is showing the Chinese EV's are Not&nbsp;going to lie down and die.&nbsp; All combined does not spell good news.&nbsp;","text":"I guess you can call me a Tesla bear (now). But the facts speaks for themselves. Shanghai plant expansion shelved. Global prie cuts. Last month's production decent 40%increase over PY, but they were promising much more. And, BYD is showing the Chinese EV's are Not going to lie down and die. All combined does not spell good news.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":23,"commentSize":29,"repostSize":0,"link":"https://ttm.financial/post/9958757592","repostId":1158100710,"repostType":2,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105576246,"gmtCreate":1673835309238,"gmtModify":1673835322262,"authorId":3579235597126488,"author":{"id":3579235597126488,"idStr":"3579235597126488","authorId":3579235597126488,"name":"Cvt","avatar":"https://static.tigerbbs.com/c8fda02901ec7a98b51fe8e84d016ab2","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 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Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958758396,"gmtCreate":1673832362015,"gmtModify":1676538891015,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"4115257325505790","authorIdStr":"4115257325505790"},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958758396","repostId":1158100710,"repostType":4,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958758081,"gmtCreate":1673832280443,"gmtModify":1676538891007,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":4,"crmLevelSwitch":0,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"htmlText":"This year 2023 consumers spending will be low as recession set in and fed interest rate&nbsp;won't be cutting so soon. It will be a challenging year for Tesla.","listText":"This year 2023 consumers spending will be low as recession set in and fed interest rate&nbsp;won't be cutting so soon. It will be a challenging year for Tesla.","text":"This year 2023 consumers spending will be low as recession set in and fed interest rate won't be cutting so soon. It will be a challenging year for Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958758081","repostId":1158100710,"repostType":2,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958751388,"gmtCreate":1673832138645,"gmtModify":1676538890983,"author":{"id":"4133775735376252","authorId":"4133775735376252","name":"sydboy007","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4133775735376252","authorIdStr":"4133775735376252"},"htmlText":"Gj is a joke. A dart board is a better investor. The best metric is to look at what share of the passenger vehicle market did Tesla have. Considering the total market numbers are falling while Tesla is growing sums it up. Tesla is the only electric vehicle manufacturer that can cut prices and still make money. BYD is now in trouble as they make maybe $1500 a car and let end models from Tesla are now similar cost to BYD. the price cuts from Tesla sorry the end to many electric vehicle manufacturers and dry goodbye to Nissan, Mazda, NIO, Xpeng, Lucid","listText":"Gj is a joke. A dart board is a better investor. The best metric is to look at what share of the passenger vehicle market did Tesla have. Considering the total market numbers are falling while Tesla is growing sums it up. Tesla is the only electric vehicle manufacturer that can cut prices and still make money. BYD is now in trouble as they make maybe $1500 a car and let end models from Tesla are now similar cost to BYD. the price cuts from Tesla sorry the end to many electric vehicle manufacturers and dry goodbye to Nissan, Mazda, NIO, Xpeng, Lucid","text":"Gj is a joke. A dart board is a better investor. The best metric is to look at what share of the passenger vehicle market did Tesla have. Considering the total market numbers are falling while Tesla is growing sums it up. Tesla is the only electric vehicle manufacturer that can cut prices and still make money. BYD is now in trouble as they make maybe $1500 a car and let end models from Tesla are now similar cost to BYD. the price cuts from Tesla sorry the end to many electric vehicle manufacturers and dry goodbye to Nissan, Mazda, NIO, Xpeng, Lucid","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":23,"repostSize":0,"link":"https://ttm.financial/post/9958751388","repostId":1158100710,"repostType":4,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105576230,"gmtCreate":1673835261661,"gmtModify":1673835275013,"authorId":3586485210826750,"author":{"id":3586485210826750,"idStr":"3586485210826750","authorId":3586485210826750,"name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9958751388,"type":1,"supId":0,"prevId":0,"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"},{"id":105576224,"gmtCreate":1673835251803,"gmtModify":1673835266810,"authorId":3575955563694893,"author":{"id":3575955563694893,"idStr":"3575955563694893","authorId":3575955563694893,"name":"T20211126001","avatar":"https://static.tigerbbs.com/42cf33544f719c12b3a2aa7e6bd084b1","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9958751388,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Yessssss</span>","text":"<span class=\"s1\">Yessssss</span>","html":"<span class=\"s1\">Yessssss</span>"},{"id":105576222,"gmtCreate":1673835246105,"gmtModify":1673835260437,"authorId":3554888591336137,"author":{"id":3554888591336137,"idStr":"3554888591336137","authorId":3554888591336137,"name":"逆势投资","avatar":"https://static.tigerbbs.com/0496502632ffeb03e66046d430541624","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9958751388,"type":1,"supId":0,"prevId":0,"content":"<span 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Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958722470,"gmtCreate":1673831266591,"gmtModify":1676538890795,"author":{"id":"4102543826629990","authorId":"4102543826629990","name":"JunioR","avatar":"https://community-static.tradeup.com/news/53aa325ef27d168063e630cd35b0965d","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":8,"crmLevelSwitch":0,"idStr":"4102543826629990","authorIdStr":"4102543826629990"},"htmlText":"That's the natural outcome when you invest at a price that is equivalent of expecting tesla to produce 30% of all cars in the next 10 years...","listText":"That's the natural outcome when you invest at a price that is equivalent of expecting tesla to produce 30% of all cars in the next 10 years...","text":"That's the natural outcome when you invest at a price that is equivalent of expecting tesla to produce 30% of all cars in the next 10 years...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958722470","repostId":1158100710,"repostType":2,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958726703,"gmtCreate":1673831117003,"gmtModify":1676538890773,"author":{"id":"3563714281601583","authorId":"3563714281601583","name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":7,"crmLevelSwitch":1,"idStr":"3563714281601583","authorIdStr":"3563714281601583"},"htmlText":"Ok like","listText":"Ok like","text":"Ok like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958726703","repostId":1158100710,"repostType":4,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9958728839,"gmtCreate":1673830955621,"gmtModify":1676538890689,"author":{"id":"4117336023184202","authorId":"4117336023184202","name":"runningjames","avatar":"https://community-static.tradeup.com/news/3467c93ce8ec8c583f28f405e68f0c00","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"idStr":"4117336023184202","authorIdStr":"4117336023184202"},"htmlText":"Just sell and wait for below 100 level price","listText":"Just sell and wait for below 100 level price","text":"Just sell and wait for below 100 level price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958728839","repostId":1158100710,"repostType":2,"repost":{"id":"1158100710","kind":"news","pubTimestamp":1673830104,"share":"https://ttm.financial/m/news/1158100710?lang=&edition=fundamental","pubTime":"2023-01-16 08:48","market":"us","language":"en","title":"Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned","url":"https://stock-news.laohu8.com/highlight/detail?id=1158100710","media":"Benzinga","summary":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of E","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Gordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk&#39;s Twitter acquisition.</li><li>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson says.</li></ul><p>Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who&#39;s been digging his claws deeper into the <b>Elon Musk</b>-led company, scavenging for weakness.</p><p><b>What To Know:</b> GLJ Research&#39;s <b>Gordon Johnson</b> took swipes at Tesla on Dec. 20 as the automaker&#39;s stock was on its way to falling 65% in 2022.</p><p>Although most think the weakness in Tesla shares is a direct result of Musk&#39;sTwitter takeover, Johnson believes it&#39;s fundamental.</p><p>&#34;It&#39;s just a car company that has built too much capacity they can&#39;t sell,&#34; Johnson said on CNBC&#39;s &#34;Squawk Box.&#34;</p><p>&#34;You are talking about a company engaging in margin-slashing price cuts.&#34;</p><p>Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.</p><p>That explains the recent declines in Tesla shares, he said.</p><p>&#34;Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,&#34; Johnson said.</p><p>He told CNBC that Tesla isn&#39;t able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it&#39;s on pace to do so again.</p><p>&#34;When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,&#34; Johnson said.</p><p>&#34;Backlog down, margin-slashing price cuts, yet they can&#39;t sell out their capacity. That&#39;s a big problem for a company valued for tremendous growth.&#34;</p><p>On top of all of this, competitors are eating Tesla&#39;s lunch in markets outside the U.S. <b>BYD CO</b> currently sells more cars in China than Tesla, while <b>Volkswagen AG</b> sells more vehicles than Tesla in Europe, Johnson said.</p><p>&#34;Whenever competitors come in, Tesla&#39;s market share gets decimated,&#34; he added.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Market Share Decimated, Backlog Has Collapsed To Nothing — Why Institutional Investors Are Very Concerned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/12/30151389/teslas-market-share-decimated-backlog-has-collapsed-to-nothing-why-institutional-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158100710","content_text":"ZINGER KEY POINTSGordon Johnson says Tesla shares are down for fundamental reasons, not because of Elon Musk's Twitter acquisition.\"It's just a car company that has built too much capacity they can't sell,\" Johnson says.Even though shares of Tesla have kicked off 2023 on an upswing, the stock remains well below its all-time high. Those betting against the EV maker include a notorious Tesla bear who's been digging his claws deeper into the Elon Musk-led company, scavenging for weakness.What To Know: GLJ Research's Gordon Johnson took swipes at Tesla on Dec. 20 as the automaker's stock was on its way to falling 65% in 2022.Although most think the weakness in Tesla shares is a direct result of Musk'sTwitter takeover, Johnson believes it's fundamental.\"It's just a car company that has built too much capacity they can't sell,\" Johnson said on CNBC's \"Squawk Box.\"\"You are talking about a company engaging in margin-slashing price cuts.\"Tesla has issued five price cuts in China in the current quarter alone, yet the company is unable to meet sales expectations, Johnson said, highlighting weak sales numbers out of China.That explains the recent declines in Tesla shares, he said.\"Institutional investors are simply ... looking at this data and I think they are becoming very concerned because if you look to next year, they are running down their backlog. Their backlog in China has collapsed to nothing,\" Johnson said.He told CNBC that Tesla isn't able to sell all of the cars it can make, contrary to popular belief. In both the second and third quarters, Tesla produced more cars than it sold, he stressed, adding it's on pace to do so again.\"When you see the Q4 delivery numbers and you see, more importantly, the Q1 delivery numbers, I think the stock is going to come under tremendous pressure,\" Johnson said.\"Backlog down, margin-slashing price cuts, yet they can't sell out their capacity. That's a big problem for a company valued for tremendous growth.\"On top of all of this, competitors are eating Tesla's lunch in markets outside the U.S. BYD CO currently sells more cars in China than Tesla, while Volkswagen AG sells more vehicles than Tesla in Europe, Johnson said.\"Whenever competitors come in, Tesla's market share gets decimated,\" he added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105575208,"gmtCreate":1673831128757,"gmtModify":1673831153528,"authorId":3563714281601583,"author":{"id":3563714281601583,"idStr":"3563714281601583","authorId":3563714281601583,"name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.98%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9958728839,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":114,"commentSize":11,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}