Tesla Bull Says He Knows Why Wall Street Doesn't 'Yet Get How Great FSD' Is: 'Won't Add Value To TSLA's Valuation Unless...'
Tesla Bull Says He Knows Why Wall Street Doesn't 'Yet Get How Great FSD' Is: 'Won't Add Value To TSLA's Valuation Unless...'
Tesla Inc. (NASDAQ:TSLA) investor and Future Fund Managing Partner Gary Black has said that the valuation of the EV giant will only be influenced by its full self-driving (FSD) software once it achieves fully autonomous driving capabilities.
特斯拉公司（納斯達克股票代碼：TSLA）投資者兼未來基金管理合夥人加里·布萊克表示，只有在實現完全自動駕駛能力後，這家電動汽車巨頭的估值才會受到其全自動駕駛（FSD）軟件的影響。
What Happened: Black emphasized that although Wall Street acknowledges Tesla's progress with the FSD software, it will not impact the valuation until the software achieves fully autonomous driving.
發生了什麼：布萊克強調，儘管華爾街承認特斯拉在FSD軟件方面的進展，但在軟件實現完全自動駕駛之前，它不會影響估值。
Presently, Black views the FSD software as a remarkable driver assist tool rather than a fully autonomous driving solution. He stated that for the software to truly deliver autonomous driving capabilities, Tesla must assume full liability for any injury or damage incurred.
目前，布萊克將FSD軟件視爲一種出色的駕駛輔助工具，而不是完全自動駕駛的解決方案。他表示，要使該軟件真正提供自動駕駛功能，特斯拉必須對由此造成的任何傷害或損害承擔全部責任。
"Since I don't see that happening anytime soon, WS won't add incremental value beyond the normal take rate math in every analyst's TSLA valuation model," Black said.
布萊克說：“由於我認爲這種情況不會很快發生，因此WS不會在每位分析師的TSLA估值模型中增加超出正常接受率計算的增量價值。”
Many $TSLA bulls ask me why WS doesn't yet get how great FSD 12.3.x is. WS sees the amazing progress between v11 and v12.3.x but WS won't add value to the TSLA's valuation unless FSD take rates surge 2-3x, or FSD graduates from being a great driver assist tool to delivering...
— Gary Black (@garyblack00) March 29, 2024
許多 TSLA 多頭問我爲什麼 WS 還沒明白 FSD 12.3.x 有多棒。WS認爲v11和v12.3.x之間取得了驚人的進步，但除非FSD將利率飆升2-3倍，或者FSD從優秀的駕駛輔助工具轉變爲交付...，否則WS不會爲TSLA的估值增加價值...
— 加里·布萊克 (@garyblack00) 2024 年 3 月 29 日
To date, Tesla has attributed responsibility for all incidents involving FSD to the driver, emphasizing that the software remains in its testing phase and requires active driver supervision. Earlier this week, Tesla said all its U.S. vehicles with FSD compatibility will have the feature enabled free for a month.
迄今爲止，特斯拉已將所有涉及FSD的事件的責任歸咎於駕駛員，並強調該軟件仍處於測試階段，需要駕駛員的積極監督。本週早些時候，特斯拉表示，其所有兼容FSD的美國汽車都將免費啓用該功能一個月。
Why It Matters: Tesla CEO Elon Musk previously stated that FSD "should be really shining bright" by late April or May, as the company plans to roll out three significant improvements to the software every two weeks.
爲何重要：特斯拉首席執行官埃隆·馬斯克此前曾表示，FSD在4月下旬或5月之前 “應該會真正大放異彩”，因爲該公司計劃每兩週對軟件進行三項重大改進。
Additionally, Black has advocated for Tesla to consider adding a fourth segment focused on its artificial intelligence endeavors to its earnings reports to garner greater investor attention for its FSD project and other initiatives such as FSD licensing, robotaxis, Optimus, and Dojo.
此外，布萊克主張特斯拉考慮在其業績中增加第四個專注於其人工智能業務的細分市場，以吸引更多投資者關注其FSD項目和FSD許可、robotaxi、Optimus和Dojo等其他舉措。
Currently, all attention is on Tesla's first-quarter delivery numbers, expected next week, according to Black. He believes that any figure surpassing last year's delivery number of 423,000 will be well received, with his own estimate sitting around 425,000 units.
布萊克表示，目前，所有注意力都集中在特斯拉第一季度的交付量上，預計將於下週發佈。他認爲，任何超過去年42.3萬輛的交付量都將受到好評，他自己的估計約爲42.5萬輛。
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譯文內容由第三人軟體翻譯。