Al Root
An update from a Tesla engineer on Saturday should excite investors on Monday.
特斯拉工程师在周六的一次更新可能会让投资者在周一感到兴奋。
Ashok Elluswamy, Tesla's vice president of AI software, tweeted Saturday night that version 13 of Tesla's highest-level driver assistance software called Full Self-Driving began rolling out to customers.
特斯拉人工智能软件副总裁阿舒克·埃卢斯瓦米周六晚上在推特上发文,称特斯拉最高级别的驾驶员辅助软件版本13全自动驾驶开始向客户推出。
Most customers who pay $99 a month for FSD software are still on an FSD version beginning with the number 12.
大多数每月支付99美元购买FSD软件的客户仍在使用以数字12开头的FSD版本。
The new version "upgrades every part of the end-to-end driving network," reads part of the release notes. Elluswamy's tweet drew an "It's Alive!" response from Tesla CEO Elon Musk.
新版本“升级了端到端驾驶网络的每个部分”,发布说明的部分如此表示。埃卢斯瓦米的推特引起了特斯拉CEO埃隆·马斯克的“它活了!”回应。
Following the release, some videos started circulating on X showing Teslas reversing out of parking spaces. That's a new feature.
发布后,一些视频开始在X上流传,展示特斯拉正在倒车离开停车位。这是一个新功能。
Investors always pay close attention to FSD developments. Tesla believes it's the product that will ultimately turn the millions of Tesla vehicles on roads into truly self-driving cars.
投资者一直密切关注全自动驾驶(FSD)的发展。特斯拉相信这是最终能让数百万辆特斯拉车辆实现真正无人驾驶的产品。
FSD can do most of the driving most of the time, but it still requires human supervision all of the time.
全自动驾驶大部分时间都可以完成大部分驾驶任务,但仍需要始终由人类进行监督。
Musk said in November that FSD should be better than human drivers in early 2025 and the company plans to launch a robotaxi service later in 2025.
马斯克在11月表示,全自动驾驶系统应在2025年初优于人类司机,该公司计划在2025年晚些时候推出无人出租车服务。
Tesla uses AI computing to train cars to drive themselves. Wedbush analyst Dan Ives puts a $1 trillion valuation on the company's AI/self-driving opportunity.
特斯拉使用人工智能计算来训练汽车实现无人驾驶。Wedbush分析师丹·艾夫斯将公司的人工智能/无人驾驶机会估值为1万亿美元。
He rates shares Buy and has a $400 price target for the stock.
他给予股票买入评级,并将股价目标定为400美元。
Coming into Monday trading, Tesla stock was up about 39% this year while the S&P 500 was up about 26%. Since the Nov. 5 election, Tesla stock has gained about 37%.
截至周一交易,特斯拉股票今年上涨约39%,而标普500指数上涨约26%。自11月5日选举以来,特斯拉股票上涨约37%。
Musk backed President-elect Donald Trump's campaign and has agreed to take a consulting-type role focused on eliminating waste at the newly created Department of Government Efficiency. Investors believe Musk's proximity to Trump will yield Tesla fewer onerous federal self-driving regulations, among other benefits.
马斯克支持候任总统特朗普的竞选,并同意在新成立的政府效率部门担任专职顾问,重点是消除浪费。投资者相信,马斯克与特朗普的接近将使特斯拉捍卫更少的繁文缛节的联邦自动驾驶法规等许多好处。
That will help Tesla's robotaxi business get off the ground. Regulations, of course, can't solve the problem of self-driving cars. Tesla's technology has to do that.
这将有助于特斯拉的无人出租车业务起步。当然,法规无法解决无人驾驶汽车的问题。特斯拉的技术必须解决这个问题。
When Tesla launches its robotaxi service it will compete with Alphabet's Waymo, which completes more than 150,000 self-driving taxi rides each week.
当特斯拉推出其无人出租车服务时,将与谷歌旗下的Waymo竞争,后者每周完成超过15万次自动驾驶出租车乘车。
Write to Al Root at allen.root@dowjones.com
请写信给道琼斯的 Al Root,邮箱地址为allen.root@dowjones.com。
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
此内容由《巴伦周刊》制作,由道琼斯公司经营。《巴伦周刊》与道琼斯新闻社和《华尔街日报》独立发行。
1福星高照1 : The late sell-off surge is not without reason. Institutions have insider information.
Pascal Bernier : French Canadian
Pascal Bernier 1福星高照1 : French I speak French.