Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
The Tesla Inc (NASDAQ:TSLA) story is shifting to autonomous vehicles, artificial intelligence and FSD after beating second-quarter deliveries.
特斯拉公司（NASDAQ:TSLA）的故事正在轉向自動駕駛汽車、人工智能和FSD，此前已經超越了第二季度的交付量。
Here's what one analyst is saying ahead of the company's highly anticipated robotaxi day.
以下是一位分析師在公司備受期待的機器出租車日之前的評論。
The Tesla Analyst: Wedbush analyst Dan Ives has an Outperform rating and recently raised the price target to $300.
特斯拉分析師：Wedbush 分析師丹·艾維斯（Dan Ives）給出“跑贏大盤”評級，最近將股價目標上調至300美元。
Read Also: Tesla Q2 Deliveries 'The Appetizer To The Main Event': Analyst Says 'Worst In The Rearview Mirror' Ahead Of Robotaxi Day
爲什麼很重要：馬斯克過去批評過特斯拉的做空者，並在週二與其他人一起嘲笑那些押注該公司的人。
The Analyst Takeaways: Tesla price cuts could be in the rearview mirror after seeing demand stabilization for electric vehicles, Ives said.
分析師認爲，看到電動汽車需求穩定後，特斯拉可能不會再進行降價。
"We believe Tesla's march towards 2 million units annual trajectory should be reached over the coming quarters with clear momentum and easier comps for 2025," Ives said.
“我們認爲，特斯拉朝着年產200萬輛的目標邁進，需要通過幾個季度的推動，但趨勢明顯，2025年將會更容易實現”。艾維斯表示。
The analyst sees Tesla's August 7 robotaxi day as a key catalyst for the company.
分析師認爲，特斯拉的8月7日機器出租車日是公司的一個關鍵催化劑。
"The key for Tesla's stock looking ahead is the Street recognizing that Tesla is the most undervalued AI play in the market in our view with a historical Robotaxi Day ahead for Musk and Tesla."
艾維斯表示：“對特斯拉股票而言，關鍵在於街道認識到，我們認爲特斯拉是市場上最被低估的人工智能投資，馬斯克和特斯拉有一次歷史機會機器出租車日即將到來。”
Ives said the robotaxi day could "lay the yellow brick road to FSD and an autonomous future."
艾維斯表示，機器出租車日可能爲特斯拉的FSD和自主未來鋪平道路。
"We believe the August 8th Robotaxi Day will be a key historical moment for the Tesla story that we see as a near-term catalyst."
“我們相信8月8日 ”th機器出租車日將是特斯拉故事的一個關鍵歷史時刻，我們認爲這將是一個近期催化劑。
The analyst said the robotaxi day comes with Tesla's latest FSD v.12.4 rolled out and China FSD testing underway.
分析師表示，特斯拉的最新FSD v.12.4已經推出，中國也在進行FSD測試。
"Musk has said in the past that Tesla will make a car without controls for human use, saying in the past that FSD will reach a point of full autonomous use for taxi and driverless scenarios."
“馬斯克過去曾表示，特斯拉將製造一輛沒有人類控制的汽車，將來FSD將達到全自動出租車和無人駕駛場景的使用。”
Ives stated that Tesla's FSD segment could be worth $1 trillion in the future. He mentioned that the robotaxi day could highlight Tesla's autonomous capabilities, with a sum-of-the-parts valuation for the stock that includes energy storage, FSD, software, and automotive divisions.
艾維斯表示，特斯拉的FSD部分在未來可能價值1萬億美元。他提到，機器出租車日可能突顯特斯拉的自主能力，對股票進行資產部分估值，包括能源存儲、FSD、軟件和汽車部門。
"We continue to believe that Tesla is more of an AI and robotics play than a traditional car company... now the rubber meets the road as the Street anticipates August 8th as a key linchpin day for the Tesla story."
“我們堅信，特斯拉更多地是人工智能和機器人的投資，而不是傳統汽車公司...現在，市場紛紛期待8月8日的到來。”th作爲特斯拉故事的關鍵樞紐日，“8月8日”備受市場關注。
TSLA Price Action: According to Benzinga Pro, Tesla shares are up 2% to $250.75 on Friday, versus a 52-week trading range of $138.80 to $299.29. Tesla stock is up 36% over the last month, nearly turning the stock positive in 2024 with shares currently down 0.8% year-to-date.
TSLA價格情況：根據Benzinga Pro的數據，週五，特斯拉股票上漲2%至250.75美元，52周交易區間爲138.80美元至299.29美元，近一個月股票上漲36%，使得股票在今年的表現接近平穩，目前年初股票跌0.8%。
Tesla's one-year chart from Benzinga Pro
特斯拉的一年股票行情來自Benzinga Pro
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Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。
譯文內容由第三人軟體翻譯。