share_log

特斯拉“Robotaxi”日引发股价过山车,Optimus背后操控的竟是“人类”?

tesla's "Robotaxi" day triggered a roller coaster ride in stock prices, is it really "humans" behind Optimus's control?

Golden10 Data ·  18:07

Source: Jin10 Data

tesla showcased its future vision on the 'Robotaxi', but the stock price has fluctuated sharply. Despite the launch of siasun robot&automation taxis and Optimus humanoid robots, some robots have been exposed to operate non-completely autonomously, causing a big shock to investors.

As of Monday's trading, $Tesla (TSLA.US)$ the stock price fell by about 12% this year, and has not recovered after dropping nearly 9% last Friday.

As investors continued to digest the news from the 'Siasun Robot&Automation Day' hosted by the company on Thursday night, Tesla's stock price fluctuated on Monday. The electric car manufacturer's stock rose by 1.1% at the opening, then fell by 1.9%, but ultimately rebounded to close at $219.16, up 0.6%. In comparison, $S&P 500 Index (.SPX.US)$ rose by 0.8%.$Dow Jones Industrial Average (.DJI.US)$ Up 0.5%.

Following last Thursday's event, Tesla's stock plummeted by 8.8% last Friday. At the presentation, despite showcasing a physical robotaxi and claiming to aim for providing services starting in 2025, mainstream Wall Street opinion believes that the company needs to provide more details on technological improvements, safety data, and regulatory obstacles.

Guggenheim analyst Ron Jewsikow wrote in a report on Monday: 'This event fell far short of lofty expectations. Investors had viewed this event as potentially a major milestone for Tesla transitioning clearly into an AI investment company, but the lack of detailed information and data on the AI business model makes it difficult for us to evaluate from a reasonable fundamental perspective.' He gave Tesla stock a 'sell' rating and set a target price of $153.

In addition to unveiling the Cybercab robotaxi, Tesla's humanoid robot Optimus was also a significant part of this event. Investors hope that one day Tesla will be able to sell hundreds of thousands of AI-trained labor robots at tens of thousands of dollars each.

Despite bright prospects, Optimus may bear some responsibility for last Friday's stock price decline. Several robots showcased during the event appeared to be remotely controlled by humans.

Investment bank Jefferies analyst George Gianarikas wrote in a report on Monday: 'The conversation about Optimus is very impressive, but we find it hard to believe there is no human intervention behind it. Like many others, we have doubts about this.' He rated Tesla stock as 'buy' with a target price of $254.

Wall Street generally expects that it will take several more years for robot sales to materialize. Analyst Edison Yu from deutsche bank predicts that tesla will sell 0.2 million robots by 2035, with each priced at 0.05 million dollars. Although tesla has demonstrated the capabilities that robots can achieve, not everyone is aware that some robots have not yet fully completed tasks independently, such as serving tea and water.

Yu rates tesla's stocks as 'buy', with a target price of $295.

Tesla did not respond to requests for comments on whether the robots displayed at the robot taxi day were remotely operated by humans.

Optimus is just one factor that investors need to consider after the event, but their initial reactions were quite strong. The drop in stock price last Friday after the event was one of the most severe in tesla's history. Following the 'battery day' held on September 22, 2020, tesla's stock price fell by 10.3%, but the market was weak at that time, with the s&p 500 index falling by 2.4%. On that day, the performance of tesla's stock was about 8 percentage points lower than the market.

Editor / jayden

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment