Cathie Wood Says Tesla Holds Edge In 'Winner Take Most' Autonomous Driving And Robotaxi Opportunity
Cathie Wood Says Tesla Holds Edge In 'Winner Take Most' Autonomous Driving And Robotaxi Opportunity
Ark Invest founder Cathy Wood, who is a Tesla, Inc. (NASDAQ:TSLA) bull, in a recent media appearance, talked about the potential the autonomous driving technology has for the electric vehicle pioneer.
方舟投资 创始人 Cathy Wood，谁是 特斯拉公司 纳斯达克股票代码：TSLA）的牛市在最近的一次媒体露面中谈到了自动驾驶技术对这家电动汽车先驱的潜力。
Ark's Bull-Bear Cases: Delving into the bear-case 2027 price target of $1,400 for Tesla, Wood said a third of the valuation is associated with EVs and scaling them and two-thirds is around autonomous and autonomous taxi platforms, Wood said in an interview with CNBC.
方舟的牛熊保护壳： 伍德在接受CNBC采访时说，伍德在深入探讨了特斯拉2027年1400美元的熊市目标股价时说，三分之一的估值与电动汽车及其规模有关，三分之二与自动驾驶和自动驾驶出租车平台有关。
The fund manager said many countries are interested in having a Tesla plant and pointed to Turkey to make her case. So the EV story is all working out as expected, she said.
这位基金经理表示，许多国家都有兴趣建造特斯拉工厂，并指向土耳其陈述自己的观点。因此，她说，电动汽车的故事都如预期的那样进行。
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Tesla, Wood said, is in pole position in the U.S. as far as autonomous driving and robotaxi platforms are concerned. The company has collected more data about the roads in the U.S. and actually other roads around the world than all the other companies combined, she said. "Probably [Tesla] will be the company that will get people from point A to point B as quickly and safely as possible," she said.
伍德说，就自动驾驶和机器人出租车平台而言，特斯拉在美国处于领先地位。她说，该公司收集的有关美国道路以及实际上是全球其他道路的数据比所有其他公司的总和还要多。她说：“[特斯拉] 可能会成为尽快安全地将人们从A点送到B点的公司。”
Robotaxis is a winner take the most market, Wood said.
伍德说，Robotaxis是占据最多市场的赢家。
Ark's bear case assumes that autonomous takes a little longer to play out and the bull case assumes it plays out quickly, the celebrity stock picker said.
这位名人选股者说，方舟的熊市案假设自动驾驶需要更长的时间才能发挥出来，而牛市则假设自动驾驶的进展很快。
See Also: Everything You Need To Know About Tesla Stock
另见：关于特斯拉股票你需要知道的一切
Extremely Optimistic Expectations? The risks surrounding Tesla's autonomous driving tech and robotaxis are going down, said Wood. "Regulators are very data-driven," she said, adding what regulators have been experiencing in the transportation sector is a spike in the number of auto deaths during the past five to 10 years from 30,000 to 45,000. This followed a period of falling deaths due to auto safety measures, she noted.
极其乐观的期望？ 伍德说，围绕特斯拉自动驾驶技术和机器人出租车的风险正在下降。她说：“监管机构非常以数据为导向，” 她补充说，在过去的五到十年中，监管机构在交通领域所经历的情况是，在过去的五到十年中，汽车死亡人数从3万人激增至45,000人。她指出，在此之前，由于汽车安全措施，死亡人数下降了一段时间。
The National Highway Traffic Safety Administration and other transportation authorities want to turn that trend back down, the fund manager said. The increase in accidents was mainly due to a lot of texting, leading to a disproportionate number of young people dying, she said.
该基金经理表示，美国国家公路交通安全管理局和其他交通管理局希望扭转这一趋势。她说，事故的增加主要是由于大量的短信，导致不成比例的年轻人死亡。
"So the data supports what Tesla is doing," Wood said. She noted that 80%-90% of all accidents on the roads are caused by human error. "If you take the human being out of the equation and use AI to get people from point A to point B as safely as quickly as possible.....the regulators are going to be persuaded by the data," she said.
伍德说：“因此，数据支持了特斯拉的所作所为。”她指出，所有道路事故中有80％-90％是由人为错误造成的。她说：“如果你将人类排除在外，使用人工智能让人们尽快安全地从A点到达B点... 这些数据就会说服监管机构。”
"People driving in Tesla cars are 40% plus safer with Autopilot and FSD than in other cars," she added.
她补充说：“与其他汽车相比，乘坐特斯拉汽车的人使用Autopilot和FSD可以安全40％以上。”
Tesla ended Monday's session down 3.3% at $265.28, according to Benzinga Pro data.
Benzinga Pro的数据显示，特斯拉周一收盘下跌3.3％，至265.28美元。
Photo via Ark Invest.
照片来自 Ark Invest。
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