Part 7/13:
Preliminary indicators suggest that if Tesla’s gross margins remain above 20%, investors might view these cuts more favorably. Some industry experts, like Rob Maurer, expect Tesla's margins to stay resilient, possibly even surpassing expectations, which could support a bullish outlook on the stock.
The Impact of US Tax Credits
A recent update from the IRS guidance indicates the $7,500 tax credit for Model 3 Rear-Wheel Drive units will decrease to $3,750 starting April 18th. This change likely reflects ongoing regulatory adjustments and manufacturing localization efforts, such as Tesla's battery factory in the U.S. in collaboration with CATL.