Rivian, Tesla Will Drive Autonomous Vehicle Progress In 2025: Goldman Sachs
Rivian, Tesla Will Drive Autonomous Vehicle Progress In 2025: Goldman Sachs
Goldman Sachs said in a research note released on Tuesday that it expects continued progress in the autonomous vehicles space, including robotaxis, in 2025.
高盛在週二發佈的研究報告中表示，預計在2025年，自動駕駛汽車領域，包括機器人出租車，將持續取得進展。
Expert Ideas: Goldman Sachs analysts predict that vehicles with situationally "eyes-off," or Level 3, AV capabilities will reach approximately 10% of new vehicle sales in 2030. The analysts expect sales of fully autonomous vehicles, Levels 4 and 5, to be relatively low in the near to medium term, but to reach more than one million in 2028 and above two million in 2030.
專家觀點：高盛分析師預測，到2030年，具備情境性「無視」的 Level 3 自動駕駛能力的車輛將佔新車銷售的約 10%。分析師預計，完全自動駕駛的車輛（Level 4 和 Level 5）在短期到中期內的銷量將相對較低，但到2028年將超過一百萬，到2030年將超過兩百萬。
The firm sees fully autonomous vehicles reaching a mid-teens percentage of global vehicle sales in 2040, including personal ownership of Level 4 vehicles.
該公司預計，到2040年，完全自動駕駛汽車在全球汽車銷售中的比例將達到中十幾的百分比，包括 Level 4 車輛的個人擁有。
TSLA: Goldman Sachs highlighted Tesla in the areas of power and platforms, but sees the EV-leader facing headwinds in its core auto business in the near to medium term. The firm pointed to slower global EV demand and pricing pressures as the causes.
TSLA: 高盛在電力和平台方面強調了特斯拉，但預計這家電動車領軍企業在短期到中期內將面臨核心汽車業務的逆風。該公司指出，全球電動車需求放緩和價格壓力是導致這一情況的原因。
Tesla is targeting a 2025 launch of its robotaxi service in Texas and/or California using its Model 3/Y vehicles. The company is also planning to begin production of its Cybercab robotaxi in 2026. Goldman Sachs pointed to increased federal regulatory clarity, especially for consumer vehicles, as being helpful to Tesla as it attempts to scale its Level 4 AVs.
特斯拉計劃於2025年在德克薩斯州和/或加利福尼亞州推出其機器人出租車服務，使用其Model 3/Y車輛。該公司還計劃於2026年開始生產其Cybercab機器人出租車。高盛指出，尤其是對消費車輛的聯邦監管透明度提升，對特斯拉在擴大其Level 4自動駕駛汽車方面將是有幫助的。
Goldman Sachs maintained a Neutral rating on Tesla stock and raised its price target from $250 to $345.
高盛對特斯拉股票維持中立評級，並將其目標價從250美元上調至345美元。
RIVN: Goldman Sachs noted that Rivian recently deployed its Autonomy+ platform, currently a Level 2 AV driver assist and autonomy feature. Autonomy+ rolled out as a free trial and the firm expects Rivian to monetize the platform in the future, adding another revenue stream for the company.
RIVN: 高盛指出，Rivian最近推出了其Autonomy+平台，目前是一項Level 2自動駕駛輔助和自動化功能。Autonomy+作爲免費試用推出，該公司預計未來Rivian會對該平台進行盈利，從而爲公司增加另一項營業收入來源。
Goldman Sachs maintained a Neutral rating on Rivian stock and raised its price target from $12 to $13.
高盛對Rivian股票維持中立評級，並將其目標價從12美元上調至13美元。
TSLA, RIVN Price Action: According to Benzinga Pro, Tesla shares are down 0.42% at $423.00 and Rivian shares are up 1.15% at $13.92 at the time of publication Thursday at midday.
根據Benzinga Pro的數據，特斯拉的股價在週四中午時段下跌了0.42%，報423.00美元，而Rivian的股價則上漲了1.15%，報13.92美元。
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Image: Shutterstock
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譯文內容由第三人軟體翻譯。
