Tesla To 'Reshape Multiple Industries': Analyst Praises Auto, Energy Storage, Optimus, Robotaxi Efforts
Tesla To 'Reshape Multiple Industries': Analyst Praises Auto, Energy Storage, Optimus, Robotaxi Efforts
Deutsche Bank analyst Edison Yu praised electric vehicle maker Tesla Inc (NASDAQ:TSLA) for its potential to reshape several sectors including robotaxis ahead of its highly anticipated Robotaxi Day on Oct. 10.
德意志銀行分析師餘愛迪生讚揚電動汽車製造商特斯拉公司（納斯達克股票代碼：TSLA）有可能在備受期待的10月10日機器人出租車日之前重塑包括機器人出租車在內的多個行業。
The Tesla Analyst: Yu reinstated coverage of Tesla with a Buy rating and $295 price target.
特斯拉分析師：餘恢復了對特斯拉的報道，評級爲買入，目標股價爲295美元。
Deutsche Bank recently resumed coverage of the automotive sector. Previous Deutsche Bank analyst Emmanuel Rosner had last rated Tesla Hold in April with a $136 price target. Rosner now works at Wolfe Research.
德意志銀行最近恢復了對汽車行業的報道。德意志銀行前分析師伊曼紐爾·羅斯納最後一次對特斯拉控股進行評級是在4月，目標股價爲136美元。羅斯納現在在沃爾夫研究中心工作。
Read Also: Tesla Q2 Earnings Highlights: Revenue Beat, EPS Miss, Robotaxi Update, 2024 Growth Rate To Be 'Notably Lower' Than 2023
另請閱讀：特斯拉第二季度收益亮點：收入超過預期，每股收益不足，Robotaxi更新，2024年的增長率將 「明顯低於」 2023年
The Tesla Takeaways: Tesla is advantageous when it comes to autonomous driving. The Austin, Texas-based company is also making progress in its humanoid robotics efforts, Yu said Tuesday.
特斯拉要點：特斯拉在自動駕駛方面具有優勢。餘週二表示，這家總部位於德克薩斯州奧斯汀的公司在人形機器人技術方面也取得了進展。
"At the core, we do not see Tesla as an automaker but rather a technology platform attempting to reshape multiple industries, deserving of a unique type of valuation framework," Yu said.
餘說：「從本質上講，我們並不將特斯拉視爲汽車製造商，而是一個試圖重塑多個行業的技術平台，值得采用獨特的估值框架。」
Tesla enjoys a big lead in battery-powered electric vehicles thanks to its scale and costs, Yu says. The analyst views weakness on deliveries and margins as a temporary setback. New models and refreshes are coming soon.
餘說，由於其規模和成本，特斯拉在電池供電的電動汽車方面處於領先地位。分析師認爲，交付量和利潤率的疲軟是暫時的挫折。新車型和更新即將推出。
"Long term, Tesla is an emerging leader in autonomous driving and humanoid robots, in our view, which represent some of the most clear+lucrative applications of end-to-end AI,"
「從長遠來看，特斯拉是自動駕駛和仿人機器人領域的新興領導者，它們是端到端人工智能的一些最明顯、最有利可圖的應用，」
Tesla Energy is also viewed as a "major growth" story with strong margins for the analyst.
特斯拉能源也被視爲 「重大增長」 故事，分析師的利潤率很高。
Tesla's Robotaxi Day marks a major catalyst for the company, Yu noted, citing the rotobaxi unveiling and the potential for a lower-cost model being introduced.
餘指出，特斯拉的Robotaxi日是該公司的主要催化劑，他列舉了rotobaxi的發佈以及推出低成本車型的可能性。
"While many companies seemingly struggle to identify tangible applications for AI, we think Tesla will increasingly get credit as one of the leaders in end-to-end AI as this is the foundation for autonomous driving."
「儘管許多公司似乎難以確定人工智能的有形應用，但我們認爲，作爲端到端人工智能的領導者之一，特斯拉將越來越多地獲得讚譽，因爲這是自動駕駛的基礎。」
Yu said Tesla could recognize higher future revenue streams from OEM licensing of FSD and a hybrid robotaxi network. The Optimus humanoid robot could help with a labor mismatch and shortage in the U.S. and Europe and for unfavorable demographic trends in Asia.
餘說，特斯拉可能會從原始設備製造商的FSD許可和混合機器人出租車網絡中獲得更高的未來收入來源。擎天柱人形機器人可以幫助解決美國和歐洲的勞動力不匹配和短缺，以及亞洲不利的人口趨勢。
Here is Yu's sum-of-the-parts valuation for Tesla:
以下是餘對特斯拉的部分總估值：
- Automotive: $195 per share
- Energy: $53 per share
- Humanoid Robot: $22 per share
- Robotaxi: $24 per share
- Service/other: $1 per share
- Total: $295 per share
- 汽車：每股 195 美元
- 能源：每股53美元
- 人形機器人：每股22美元
- Robotaxi：每股 24 美元
- 服務/其他：每股1美元
- 總計：每股295美元
The analyst said Tesla has four "mega-trend" business units with auto, energy storage, humanoid robots and robotaxis.
這位分析師表示，特斯拉有四個 「大趨勢」 業務部門，分別是汽車、儲能、仿人機器人和機器人出租車。
TSLA Price Action: Tesla stock is up 0.15%, trading at $224.35 per share at last check Wednesday versus a 52-week trading range of $138.80 to $278.97. Tesla stock is down 10% year-to-date in 2024.
TSLA價格走勢：特斯拉股價上漲0.15％，週三最後一次檢查時每股交易價格爲224.35美元，而52周的交易區間爲138.80美元至278.97美元。2024年，特斯拉股價今年迄今已下跌10％。
- Elon Musk To Unveil Reversible Seats In Tesla Robotaxis? 'No Longer A Driver Seat In The Vehicle'
- 埃隆·馬斯克將在特斯拉機器人出租車中推出可逆座椅？'不再是車裏的駕駛員座位'
Image via Tesla
圖片來自特斯拉
譯文內容由第三人軟體翻譯。