Tesla's Robotaxi Plan Hasn't Excited Investors, But Fund Manager Gary Black Says This Is What Matters More: 'No Other Way To Interpret This...'
Tesla's Robotaxi Plan Hasn't Excited Investors, But Fund Manager Gary Black Says This Is What Matters More: 'No Other Way To Interpret This...'
Tesla, Inc. (NASDAQ:TSLA) shares extended their gains for the third consecutive session on Thursday, following the release of the electric vehicle maker's quarterly results. Gary Black of Future Fund shared his insights on the stock's movement and the company's future trajectory.
繼電動汽車製造商公佈季度業績後，特斯拉公司（納斯達克股票代碼：TSLA）股價週四連續第三個交易日延續漲勢。未來基金的加里·布萊克分享了他對股票走勢和公司未來發展軌跡的見解。
What Happened: According to Black, the 17.6% surge in Tesla's stock post-earnings is attributed to the optimistic product outlook conveyed in the earnings report and confirmed by CEO Elon Musk during the earnings call.
發生了什麼：根據布萊克的說法，特斯拉業績後股票上漲了17.6％，這歸因於業績中傳達的樂觀的產品前景，首席執行官埃隆·馬斯克在業績電話會議上證實。
"There is no other way to interpret this language than that TSLA is readying new more affordable models using both the next gen and existing manufacturing platforms for first production by 2025/1H," the analyst said. This, according to the fund manager, is bullish since it points to the company expanding its total addressable market with more affordable compact vehicles to the mass segment by mid-2025.
該分析師表示：“除了TSLA正在準備使用下一代和現有製造平台在2025/1H之前首次生產的更實惠的新車型之外，沒有其他方法可以解釋這種語言。”根據該基金經理的說法，這是看漲的，因爲這表明該公司到2025年中期，將更實惠的緊湊型汽車擴大到大衆市場。
However, Black noted that Musk's emphasis on Tesla's commitment to autonomy has yet to resonate with institutional investors. The lack of discussion on the robotaxi opportunity since the earnings release suggests that investors remain cautious.
但是，布萊克指出，馬斯克對特斯拉自主權承諾的強調尚未引起機構投資者的共鳴。自業績發佈以來，沒有關於機器人出租車機會的討論，這表明投資者仍然保持謹慎。
Black pointed out that the minimal impact on Uber and Lyft shares indicates that investors may not perceive Tesla's unsupervised ride-hailing as a significant threat to these companies.
布萊克指出，對Uber和Lyft股票的影響微乎其微，這表明投資者可能不會將特斯拉的無人監督叫車視爲對這些公司的重大威脅。
But he did not rule out narrative change on Aug. 8, when Tesla is scheduled to unveil robotaxis. "So far TSLA's continued focus on more affordable non-robotaxi vehicles seems to be what's important," he said.
但他不排除在8月8日特斯拉計劃推出機器人出租車時改變敘事的可能性。他說：“到目前爲止，TSLA繼續關注更實惠的非機器人出租車似乎很重要。”
Why It Matters: Despite the stock rally, skepticism remains among some analysts. GLJ Research's Gordon Johnson interpreted Tesla's product roadmap language as indicating a potential abandonment of the sub-$30K car, with a shift towards cost-reduction strategies for existing models.
爲何重要：儘管股市上漲，但一些分析師仍然持懷疑態度。GLJ Research的戈登·約翰遜將特斯拉的產品路線圖語言解釋爲可能放棄這輛低於3萬美元的汽車，轉向現有車型的成本削減策略。
Concerns persist regarding Tesla's core auto gross margin and significant free cash flow depletion, prompting cautious outlooks from analysts like Wedbush's Daniel Ives.
對特斯拉核心汽車毛利率和自由現金流大幅枯竭的擔憂仍然存在，這促使Wedbush的丹尼爾·艾夫斯等分析師持謹慎態度。
Tesla ended Thursday's session up 4.97% to $170.18, according to Benzinga Pro data.
根據Benzinga Pro的數據，特斯拉週四收盤上漲4.97％，至170.18美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下方式查看更多本辛加的《出行未來》報道 點擊這個鏈接。