Tesla released electric trucks, the stock price soared, and the Model 3 concerned still did not solve

As we all know, Tesla's Model 3 capacity crisis has been receiving much attention. The problem of difficult delivery is that many car companies lose confidence. Recently, Tesla released the release of electric trucks and high-end electric sports cars, after which Tesla's share price has been rising all the way. But behind these glory, it still can't cover the capacity crisis of Model 3.

Tesla's share price has soared after the company released electric trucks and high-end electric sports cars. In fact, many companies are investigating this transportation tool. Uber posted a message on the Medium platform this week, introducing the future of trucking that the company envisioned. Uber said that in the future, self-driving trucks and manual drivers will work together: autopilot trucks are primarily responsible for long-haul trucking, and truck drivers will be responsible for delivering the goods to their final destination.

As autopilot trucks begin to process long haul lines, transshipment centers will emerge near cities and towns. These transshipment centers will be responsible for the transfer of goods between the self-driving truck and the truck driver.

The truck driver will transport the goods from the warehouse and factory to the transshipment center near the highway. Automated trucks designed for highways will receive the goods and send them to another transshipment center. Eventually, the manual driver will be responsible for delivering the goods to their destination.

But not everyone is so optimistic about Tesla's prospects.

Goldman Sachs analyst David Tamberrino is one of them because he is worried that Tesla is still unable to break through the production bottleneck of Model 3. Tamberrino said that the long-term capacity problem of Model 3 will offset the short-term benefits of Tesla's new products.

In a recent customer report, Tamberino said: "The new products released by Tesla will temporarily boost the company's stock price, but our focus is still on the lack of capacity of Model 3 in the near future. We are on Model 3 The capacity expectation is lower than the company's expectations, so it gives a rating for Tesla shares to sell."

Tamberrino believes that in the next six months, Tesla's share price will be reduced by about 34% to 205 US dollars per share. As he mentioned above, although Tesla officially lowered the expectations of Model 3, it is still difficult to achieve new production targets. In late October, Tesla said that it could produce 1,500 Model 3s in September, but only 260 were actually completed.

For those short sellers who expect Tesla's share price to fall, this analysis is in full compliance with its expectations. Although Tesla's share price has soared 46% since 2017, it has been falling for a while.

Of course, Tamberrino is still fully affirmed by Tesla's new electric trucks. He believes that the 804-kilometer range is much higher than previously expected, and brought surprises to the outside world. The new electric truck costs only $1.26 per mile, which is lower than the $1.51 for diesel trucks. As labor costs decline and autopilot characteristics improve, its travel costs will be further reduced.