龙腾虎乐
2021-08-20
自动驾驶几年内都是个梦,造车还是比较靠谱儿的事儿
Here’s what Wall Street analysts are saying about Tesla’s AI day
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s what Wall Street analysts are saying about Tesla’s AI day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 21:37 GMT+8 <a href=https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineering talent but the timelines for major breakthroughs remain murky, according to Wall Street analysts.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1190987646","content_text":"Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineering talent but the timelines for major breakthroughs remain murky, according to Wall Street analysts.\nAt the event on Thursday, which was largely a recruiting effort for engineering talent, Tesla explained its progress toward full self driving. The company also unveiled a newcustom chip for training artificial intelligence networks, and CEO Elon Musk announced that the company was working on aprototype of a humanoid robot.\nUBS analyst Patrick Hummel, who is neutral on Tesla, said in a note that the event served its purpose for recruiting talent but didn’t change the timeline for full self driving.\n“Could we imagine any other [original equipment manufacturer] hosting such a session about achievements in autonomous driving, neural networks and machine learning? Clearly not. Did anything in the event change our view about FSD adoption or monetization opportunities over the next couple of years? No, neither,” the UBS note said.\nGoldman Sachs analyst Mark Delaney, who has a buy rating on the stock, said in a note to clients the event showed that Tesla’s engineering talent and trajectory were on the right track even as the goal of full self-driving remains far off.\n“We believe the event showcased the breadth of Tesla’s engineering talent, the scope of the challenges to reaching full autonomy, and the necessary coordination of multiple teams within Tesla. While Tesla (and the broader industry) has been late to reach L4/5 autonomous driving ... we believe that Tesla’s vertical integration/breadth of talent/custom solutions have the potential to be key differentiators especially when viewed in combination,” the Goldman note said.\nThe new robot drew some skepticism from Wall Street analysts. Bernstein’s Toni Sacconaghi, who is bearish on the stock, said the event served as a reminder of Tesla’s potential but also raised red flags.\n“The announcements are likely to reinforce bulls’ conviction that Tesla is also a semiconductor, supercomputer and AI company, with myriad incremental revenue streams. We worry about Tesla’s level of integration and breadth of focus, and see the bot – in particular – as a distraction,” the Bernstein note said.\nShares of Tesla closed at about $673 per share on Thursday, down 4.6% for the year. However, the stock has gained momentum during the summer and is up more than 14% over the past three months.\nHere’s what some other Wall Street shops had to say about AI Day.\nWells Fargo - Equal weight rating\n\n “While the Bot reveal is exciting, 2022 seems optimistic given the years of development for similar tech at Boston Dynamics. The Bot reveal excitement will likely provide a near-term boost to shares; however, we expect the ramp of the Austin & Berlin plants, the NHTSA Autopilot investigation, and possible US EV credits to be more relevant mid-term drivers.”\n\nWedbush - Outperform rating\n\n “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla.”\n\nRoth Capital Partners - Neutral rating\n\n “We see this publicity event as an effort to distract from substantial credible progress made by systems developers like Waymo, Cruise and Uber, which are backed by a vibrant ecosystem of hardware, semiconductor, and software suppliers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":47,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/836172524"}
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