Tesla Analysts See Robotaxi Day Igniting Interest In Other Autonomous Vehicle Players, Service Providers
Tesla Analysts See Robotaxi Day Igniting Interest In Other Autonomous Vehicle Players, Service Providers
RBC Capital Markets lowered its price target on Tesla, Inc. (NASDAQ:TSLA) from $293 to $227 Thursday, based on a lower robotaxi segment valuation. Another analyst sees Tesla's upcoming Robotaxi day boosting a competitor.
基於對機器出租車的估值降低，RBC Capital Markets將特斯拉（NASDAQ:TSLA）的目標價從293美元降至227美元。另一位分析師認爲，特斯拉即將舉辦的Robotaxi Day將有助於競爭對手的發展。
Robotaxi Valuation Adjustment: RBC Capital assigned a $414 billion valuation to Tesla's robotaxi segment, down from $627 billion previously. The research firm pointed to its lower robotaxi pricing assumption of 81 cents per mile, down from 96 cents per mile, as the first factor in its reduced valuation.
機器出租車估值調整：RBC Capital將特斯拉的機器出租車業務估值從前期的6270億美元下調至4140億美元。該研究公司指出，其所估值較低的機器出租車定價預期爲每英里81美分，而非之前的96美分，是其估值下調的第一個因素。
Analyst Tom Narayan also pointed to a larger revenue share going to service providers, like Uber and Lyft, as another factor in its lower Tesla robotaxi expectations. Narayan predicted that widespread adoption of robotaxis will occur closer to 2040 with multiple software providers, fleet operators and OEMs producing purpose-built autonomous vehicles.
分析師Tom Narayan還指出，服務提供商（如Uber和Lyft）取得更大收入份額是對其對於特斯拉機器出租車預期的另一個影響因素。Narayan預計，機器出租車的普及期將會更加靠近2040年，屆時將有多個軟件提供商、車隊運營商和汽車製造商生產目的明確的自動駕駛車輛。
The analyst now sees four potential scenarios for how Tesla ends up generating revenue from its robotaxi initiative.
該分析師現在認爲，特斯拉的機器出租車計劃將出現四種可能的營收情景。
- Tesla owns and operates its own robotaxi fleet
- A fleet operator uses another automaker's vehicle, but taps Tesla for software and an app
- A fleet operator uses Tesla's vehicle and software, but another service provider's app
- A fleet operator uses another automaker's vehicle and a service provider's app, but uses Tesla's software
- 特斯拉擁有並運營自己的機器出租車車隊
- 車隊運營商使用另一家汽車製造商的車輛，但藉助特斯拉的軟件和應用程序
- 車隊運營商使用特斯拉的車輛和軟件，但使用另一家服務提供商的應用程序
- 車隊運營商使用另一家汽車製造商的車輛和服務提供商的應用，但使用特斯拉的軟件
"Given our revenue share allocations, Tesla achieves 100%, 35%, 25%, and 10% revenue shares across our four scenarios, respectively," Narayan said.
“根據我們的收入份額分配，特斯拉分別在四種情況下實現了100％、35％、25％和10％的收入份額，” Narayan說。
Despite the lowered expectations, RBC Capital still sees robotaxis as Tesla's biggest valuation driver at 52%, followed by full self-driving at 27%, megapacks at 15% and cars at 6%.
儘管預期下調，RBC Capital仍然認爲機器出租車是特斯拉最大的估值驅動因素，佔52％，其次是完全自動駕駛佔27％，超級電池佔15％，而普通汽車佔6％。
Related News: Why EV Maker Nikola's Stock Is Crashing
相關資訊：爲什麼電動汽車製造商nikola的股票正在下跌
Tesla's Robotaxi Day: Tesla CEO Elon Musk has already announced that the EV maker will unveil its highly-anticipated robotaxi on Aug. 8.
特斯拉的機器出租車日：特斯拉首席執行官埃隆·馬斯克已經宣佈，這家電動汽車製造商將於8月8日發佈備受期待的機器出租車。
BofA Securities on Thursday said it expects the hype surrounding Tesla's Robotaxi day to reignite interest in the autonomous vehicle market, particularly in Alphabet Inc's (NASDAQ:GOOG) (NASDAQ:GOOGL) autonomous vehicle segment, Waymo.
美銀證券週四表示，它預計圍繞特斯拉的機器出租車日的炒作將重新點燃對自動駕駛車市場的興趣，特別是在Alphabet Inc（納斯達克股票代碼：GOOG;NASDAQ：GOOGL）的自動駕駛車部門Waymo。
In a new note, BofA explained that Waymo has achieved Level 4 autonomy with over 7 million autonomous vehicle miles since its launch in 2018 while several competitors have retooled or exited the market. The firm also highlighted the company's progression to 50,000 paid trips per week and planned expansion in California and Texas.
在一份新的備忘錄中，美銀證券解釋說，自2018年推出以來，Waymo已經實現了超過700萬英里的4級自動駕駛，而其他幾個競爭者已經重新改裝或退出了市場。該公司還強調其每週支付的50,000個地點，並計劃在加利福尼亞州和德克薩斯州擴大業務。
"We reviewed Waymo's progress and opportunity, which could see renewed investor focus around Tesla's Robotaxi day scheduled in August," BofA said in its research note.
“我們檢查了Waymo的進展和機會，這可能會使投資者重新關注計劃於8月舉行的特斯拉機器出租車日，”美銀證券在其研究報告中說。
As Tesla prepares to unveil its robotaxi, it appears analysts and investors will be watching to see how the EV maker approaches revenue share and if other autonomous vehicle players stand to benefit from the increased focus on the transformative technology.
隨着特斯拉準備推出機器出租車，分析師和投資者似乎會關注這家電動汽車製造商如何處理營收份額以及其他自動駕駛車參與者是否可以從人們對這項變革性技術的關注度中受益。
TSLA, GOOGL Price Action: According to Benzinga Pro, Tesla shares were down 2.62% at $180.09, while Alphabet shares were up 0.56% at $177.44 at the time of publication Thursday.
根據Benzinga Pro的數據，在週四發表時，特斯拉股價下跌2.62％至180.09美元，而Alphabet股價上漲0.56％至177.44美元。
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譯文內容由第三人軟體翻譯。