Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Munster believes that the cheaper model is key to Tesla ramping up deliveries next year. However, Tesla has historically had long periods between launch and delivery, he noted.Deepwater Asset Management's Managing Partner Gene Munster expects three vehicles to be announced at Tesla Inc's (NASDAQ:TSLA) upcoming robotaxi event slated for Oct. 10.
Deepwater資產管理的管理合夥人Gene Munster預計，特斯拉公司（納斯達克：TSLA）即將在10月10日舉行的無人出租車活動上宣佈三款車型。
What Happened: Munster said in an appearance on CNBC on Wednesday that he expects the EV giant to announce a cheaper vehicle model priced around $25,000, a robotaxi, and a robovan at the event next week.
發生了什麼：Munster在週三接受CNBC採訪時表示，他預計這家電動汽車巨頭將在下週的活動中宣佈一款定價約爲25,000美元的更便宜的車型、一款無人出租車和一款無人貨車。
The event, he opined, is designed more like a launch party and will likely be light on details. However, Munster is looking forward to Tesla clarifying when it expects to ramp up production of its cheaper EV model.
他認爲，這次活動更像是一個發佈會，可能在細節上會比較簡單。但是，Munster期待特斯拉澄清他們預計何時加快生產更便宜的電動汽車模型。
Munster believes that the cheaper model is key to Tesla ramping up deliveries next year. However, Tesla has historically had long periods between launch and delivery, he noted.
Munster認爲，更便宜的車型對於特斯拉明年加快交付至關重要。但是，他指出，特斯拉在發佈和交付之間歷來有很長的時間間隔。
"The one detail that I'm going to hyper-focused on is that cheaper $25,000 car... when they expect to ramp production. I want to put one thread through why this is important for next year, is that the Street is looking for growth to go from 7% in the most recent quarter to 12% next year. To get to 12 percent, you need to get that cheaper model starting to ramp in the middle of the year," he said.
「我將着重關注的一個細節是那款更便宜的25,000美元的車……他們預計何時加快生產。我想要通過這個細節解釋爲什麼這對明年是重要的，因爲華爾街希望增長從最近一個季度的7%提高到明年的12%。要達到12%，你需要讓那款更便宜的車型在年中開始加速生產，」他說。
While Munster would prefer Tesla to start production of the vehicle in mid-2025, he expects it to start around late 2025 or early 2026 given Tesla's previous delays.
儘管Munster更希望特斯拉在2025年中期開始生產該車型，但他預計由於特斯拉以往的延誤，將在2025年底或2026年初開始生產。
Why It Matters: Tesla delivered 462,890 vehicles in the third quarter, marking an increase of 6.4% from the corresponding period last year.
關鍵點：特斯拉在第三季度交付了462,890輛車，同比去年同期增長了6.4%。
However, the shares reacted negatively to the news, likely because the delivery numbers were still below whisper numbers.
然而，股價對消息做出了負面反應，可能是因爲交付量仍低於市場預期。
Investors are now looking forward to the robotaxi event to give the stock a much-needed boost.
投資者現在期待機器出租車活動，爲股票帶來急需的提振。
The robotaxi unveiling event was initially slated for Aug. 8. The company delayed it to Oct. 10 to make a few important changes aimed at improving the robotaxi and to give itself time to prepare a "couple of other things" to showcase at the event, company CEO Elon Musk said in July.
最初計劃於8月8日舉行的無人出租車發佈活動被推遲到10月10日，公司首席執行官埃隆·馬斯克在7月表示，這是爲了對無人出租車進行一些重要改進，並給予自己時間來準備在活動上展示「其他幾個重要的事情」。
Price Action: Tesla shares closed down 3.36% at $240.66 on Thursday. The stock is 3.1% year-to-date, according to Benzinga Pro.
股價走勢：特斯拉股價週四收跌3.36%，報240.66美元。根據Benzinga Pro的數據，該股今年以來跌幅爲3.1%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下鏈接查看更多財經新聞《Benzinga智庫：移動出行未來》
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Photo courtesy: Unsplash
圖片來源：Unsplash
譯文內容由第三人軟體翻譯。