While Elon Musk Likely To Face Questions About Robotaxi During Earnings Call, Some Analysts Hope Tesla Is Redirecting Focus 'Back To Fundamentals'
While Elon Musk Likely To Face Questions About Robotaxi During Earnings Call, Some Analysts Hope Tesla Is Redirecting Focus 'Back To Fundamentals'
"With Tesla's Robotaxi Day passed, we believe the focus for Tesla at least for now shifts back to fundamentals," the analysts said in a note.Amid investor dissatisfaction with Elon Musk's recent "Robotaxi" presentation, the Tesla Inc. (NASDAQ:TSLA) CEO might have to address these concerns during the company's upcoming quarterly earnings call. However, a few experts have moved on from the "Cybercab" and are hoping for Tesla to do the same.
在特斯拉公司（納斯達克股票代碼：TSLA）首席執行官埃隆·馬斯克最近的「Robotaxi」演示讓投資者不滿，可能需要在公司即將舉行的季度業績會上解決這些問題。然而，一些專家已經不再關注「Cybercab」，而是希望特斯拉能有所作爲。
What Happened: Musk's brief 20-minute presentation of Tesla's self-driving vehicle did not include a Q&A session, leaving investors questioning the state of Tesla's core automotive business. Analysts are particularly interested in the production timeline and sales strategy for the robotaxi, which Musk claims will be produced in 2026 and priced under $30,000.
發生了什麼：馬斯克對特斯拉自動駕駛車輛進行了簡短的20分鐘演示，並沒有包括問答環節，導致投資者對特斯拉核心汽車業務的狀況產生質疑。分析師特別關注機器出租車的生產時間表和銷售策略，馬斯克聲稱該車將於2026年投產，定價低於30000美元。
However, Barclays analysts noted a shift in focus back to Tesla's core business fundamentals after the Robotaxi Day, Reuters reported on Monday.
然而，據路透社報道，巴克萊銀行分析師指出，在「Robotaxi Day」之後，焦點再次轉回特斯拉的核心業務基本面。
"With Tesla's Robotaxi Day passed, we believe the focus for Tesla at least for now shifts back to fundamentals," the analysts said in a note.
分析師在一份報告中表示：「隨着特斯拉的Robotaxi Day過去，我們認爲，至少目前，特斯拉的重點回歸到基本面。」
Gary Black, managing partner at The Future Fund, has also emphasized that his firm does not factor in potential revenue from robotaxis and Optimus until competitive dynamics and economics become clearer. Despite Tesla's underperformance against broader tech indices, the Future Fund maintains a long position in Tesla, citing global EV adoption trends and expansion opportunities.
未來基金的管理合夥人加里·布萊克也強調，他的公司不會考慮機器出租車和Optimus的潛在收入，直到競爭動態和經濟情況變得更清晰。儘管特斯拉在更廣泛的科技指數中表現不佳，未來基金仍然看好特斯拉，認爲全球新能源汽車採用趨勢和擴張機會。
Why It Matters: Tesla has reduced prices to boost demand amid high interest rates, but results have been mixed. This strategy, particularly in China, has included incentives and low-cost financing, potentially affecting Tesla's margin, a key advantage over traditional automakers.
爲什麼重要：特斯拉降低價格以刺激需求，這在高利率期貨環境下效果參差不齊。特別是在中國，該策略包括激勵措施和低成本融資，可能影響特斯拉的利潤率，這是其與傳統汽車製造商的主要優勢。
Additionally, Tesla's annual deliveries are expected to see a slight drop, with competition from cheaper electric vehicles in China and new models from traditional automakers.
此外，預計特斯拉的年度交付量將略有下降，受到來自中國更便宜的新能源汽車和傳統汽車製造商新車型的競爭的影響。
Tesla's recent stock performance has been under scrutiny, with shares falling over 3.5% in premarket trading despite third-quarter deliveries exceeding consensus forecasts. This reaction may be attributed to the deliveries coming in below whisper numbers and concerns over the sales of best-selling models like the Model Y and Model 3.
特斯拉最近的股票表現備受關注，儘管第三季度交付量超出一致預測，但在盤前交易中股價下跌超過3.5%。這種反應可能歸因於交付量低於市場預期，並對暢銷車型如Model Y和Model 3的銷售狀況表示擔憂。
Price Action: At the time of writing, Tesla was trading slightly lower at $219.69 on Monday, as per Benzinga Pro.
價格走勢：截至撰寫本文時，特斯拉週一以219.69美元略有下跌，據Benzinga Pro報道。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。
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譯文內容由第三人軟體翻譯。
