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Bezos returns to the throne of the world's richest man!
On February 14, Beijing time, the personal net worth of Amazon founder Jeff Bezos rose to $190.8 billion, surpassing Tesla CEO Elon Musk and returning to the world's richest man.
Musk's net worth has fallen to $177.2 billion, ranking Second on Forbes' real-time rich list.
It is worth noting that the recent institutional judgment of Tesla stocks has diverged, on the one hand, Tesla was liquidated by the Bridgewater Fund; on the other hand, the American Pioneer Group significantly increased its position in Tesla, and the "female version of Buffett" Cathie Wood expressed long-term optimism about Tesla.
Bezos returns to the throne of the world's richest man
The world's richest man has changed again.
On February 14, Beijing time, Forbes' real-time rich list showed that Bezos's personal net worth rose to $190.8 billion, surpassing Musk and returning to the world's richest man. Musk's net worth has fallen to $177.2 billion, ranking second on Forbes' real-time rich list.
Source: Forbes
Musk topped the world's richest man on January 8, EST. At that time, Tesla's stock price rose nearly 8% in one day, and Musk was worth more than $185 billion, surpassing Bezos, who is on Forbes' real-time rich list. On the same day, Musk said on social platforms: "What's so strange" and "Okay, go back to work...", suspected of responding to the claim that he has become the world's new richest man.
CSI Jun noted that after Musk became the world's richest man, the stock price trends of Amazon and Tesla diverged, Amazon oscillated upwards, and Tesla fell.
According to Wind data, as of the close of trading on February 12, local time, Amazon's cumulative increase since January 11 was 2.99% at $3277.71, with the latest total market value of $1.65 trillion; Tesla has fallen 7.26% since February 11, with the latest stock price of $816.12 and the latest total market value of $783.3 billion.
Source: Wind
The two giants are adding digital currencies
Despite fierce competition for the position of the world's richest man, Amazon and Tesla, as the two giants of technology and new energy vehicles, have invariably begun to increase the digital currency field.
According to foreign media reports a few days ago, Amazon may start a digital currency project. Amazon is hiring software development managers for digital and emerging payments divisions to develop new payment products. The product will enable customers to convert cash into digital currency. The digital and emerging payments division intends to launch the product in Mexico first and will expand to Brazil and India.
Tesla's filing with the U.S. Securities and Exchange Commission (SEC) on February 8 local time shows that Tesla has invested a total of $1.5 billion in bitcoin and said it may acquire and hold digital assets for a long time.
In response to a question about whether Tesla could be purchased with Bitcoin, Tesla replied in the document, "In the near future, on the basis of what is permitted by law, we will begin to accept Bitcoin as a payment method for our products." ”
Tesla is stuck in quality problems
However, although Musk has been playing "coins" recently, his main business "new energy vehicles" has been in trouble.
On February 2, local time in the United States, the National Highway Traffic Safety Administration (NHTSA) released a new recall announcement on its website. The announcement shows that Tesla has applied for a "voluntary" recall of 134951 Model S and Model X vehicles, citing a malfunction of embedded multimedia memory cards on these vehicles that prevented the central control screen from working properly. According to media reports, the recall became the largest failure recall since Tesla's establishment.
In addition, the German Ministry of Transport (KBA) recently released data showing that in January this year, Tesla withdrew from the list of Germany's leading electric vehicle brands, and the rising Volkswagen occupied the first and second places.
What about Tesla's future market? Institutions are now divided
In fact, Wall Street has never stopped the controversy over Tesla. The holding data on Tesla disclosed by some institutions a few days ago has also been polarized.
The position data of bridgewater fund, a world-renowned hedge fund, released on February 12, local time, showed that the overall disclosed position size of the fund increased by 39% month-on-month to reach $11.554 billion. Among them, the most interesting thing for the market is that it liquidated Tesla in the fourth quarter of 2020, selling a total of 35,650 shares.
The position data of the fourth quarter of 2020 disclosed by the American Pioneer Group on the same day showed that the total market value of the institution's stock positions as of the end of the fourth quarter of 2020 was 3346.661 billion US dollars, ranking first among all investment institutions that disclosed the 13F report. The top 5 heavyweight stocks by market capitalization ratio are Apple, Microsoft, Amazon, Facebook, and Tesla. According to the number of shares, the changes in the holding ratio were -1.99%, -1.38%, -1.06%, -1.32%, and 33.58%, respectively, and Tesla became the only heavy stock that significantly increased its position.
CathieWood, a "female version of Buffett" who bets on Tesla with a heavy position and makes 190% a year, comprehensively elaborated on three reasons for long-term optimism about Tesla in a recent interview with CNBC, namely battery cost, artificial intelligence chips and autopilot data.
CathieWood believes that Tesla is moving along the cost curve of mobile phones and laptops, Tesla has more efficient batteries, and the cost is constantly decreasing. Cathie Wood predicts that Tesla will become the dominant player in self-driving, with nearly 700,000 cars currently in Tesla already collecting data and already having 10 billion to 12 billion miles of real-world driving data.