According to foreign media, South Korea's first fund (KIM) that is committed to investing in the electric vehicle industry has recently reduced Tesla shares.Tesla's net value proportion of its investment portfolio has decreased from 9%since its establishment in 2017 to less than 3%.
At the same time, the fund also increased in some Chinese electric vehicle companies in March and April, including BYD and Xiaopeng Automobile.
The size of the South Korean fund is about 115 trillion won ($ 887 million). The fund manager Hwang Woo-Taek explained that the reason for the sale of Tesla shares is to reduce the opening of the stock in the portfolio, and the main shares are fulfilled in profitability. , Thereby reducing the volatility of the investment portfolio.
Since this year, Tesla's stock has fallen by 41.22%, and its market value has dropped from more than $ 1 trillion in October last year to more than 730 billion US dollars.
Tesla CEO Mask recently said that the new factories in Texas and Berlin, Germany, USA and Berlin, Germany, have been losing billions of dollars due to the interruption of supply chain interruptions.
Its so -called latest technology & mdash; & mdash; 4680 batteries cannot support automobile production, and traditional 2170 batteries cannot maintain supply because the manufacturing tools are blocked in Asia, resulting in the output of the two factories.
In addition, Musk also announced that it plans to lay off 10%in the next three months, causing heated market debate. He then corrected: Tesla's layoffs only affected 3.5%of his total employee.
However, Tesla's stock price has not yet improved, and the pessimism of the US stock market has a certain negative impact on the stock price of growth stocks including Tesla.
In contrast, BYD's stock price rose 13.33%this year, and Xiaopeng Automobile fell 36.15%.A previous report stated that the Chinese market will become the main market for electric vehicles in the next few years, and local companies will usher in a faster growth for advanced advantages.
HWANG said he was waiting for more innovations in Tesla, such as launching Cybertruck, and then re -increased the company's stock.
In the past three years, the fund has defeated 98%of its peers with Tesla, but the fund has lost nearly 20%in 2022.