With the annual shareholders' meeting in the rearview now, Tesla, Inc's next stock catalyst could be its second AI Day.
What Happened: $Tesla(TSLA.US)$ CEO Elon Musk Sunday confirmed on Twitter that AI Day 2022 will be held on Sept. 30. The first AI Day took place on Aug. 19, 2021, in which the billionaire said he wanted to take Tesla beyond just electric cars with "deep AI activity in hardware on the inference level and on the training level."
Musk in mid-May had said there would be "many cool updates" at the event, originally slated for August. He also suggested then that the purpose of AI Day is to attract great AI/software/chip talent to join Tesla.
At the AGM last week, Tesla teased an image of the humanoid robot it is developing — two metal hands of robot hands held in the shape of a heart.
When Musk announced the postponement of the AI Day in early June, he had said a working prototype of the Tesla bot, aka Optimus, should be available by Oct. 30.
The departure of senior AI executive Andrej Karpathy in mid-July triggered speculation of potential delays in the broader launch of the full self-driving software, as well as the Tesla bot.
Benzinga's Take: Barring any further deterioration in macroeconomic conditions, Tesla stock looks primed to get momentum from the event. Although the stock dipped Friday following the split announcement, that could change come Aug. 25, when the split takes effect. Between this catalyst and third-quarter results due in late October, AI Day could help the stock maintain positive momentum.
Price Action: Tesla closed Friday's session down 6.63% at $864.51.
随着年度股东大会的召开,特斯拉公司的下一个股票催化剂可能是其第二个人工智能日。
发生了什么:$Tesla (TSLA.US) $首席执行官埃隆·马斯克周日在推特上证实,2022年人工智能日将于9月30日举行。第一个人工智能日于2021年8月19日举行,这位亿万富翁在会上表示,他希望将特斯拉推向电动汽车,“在推理层面和训练层面进行深入的硬件人工智能活动”。
马斯克曾在5月中旬表示,该活动原定于8月举行,将有 “许多很酷的更新”。他当时还表示,人工智能日的目的是吸引优秀的人工智能/软件/芯片人才加入特斯拉。
在上周的股东周年大会上,特斯拉嘲笑了其正在开发的人形机器人的照片——两只以心形状握住的机器人手的金属手。
当马斯克在6月初宣布推迟人工智能日时,他曾表示,特斯拉机器人(又名擎天柱)的工作原型应在10月30日之前上市。
人工智能高级主管安德烈·卡尔帕西于7月中旬离职,引发了人们的猜测,即全面的自动驾驶软件以及特斯拉机器人的更广泛发布可能会延迟。
本辛加的看法:除非宏观经济状况进一步恶化,否则特斯拉股票似乎已准备好从该事件中获得动力。尽管该股在宣布拆分后于周五下跌,但这种情况可能会在8月25日拆分生效时发生变化。在这一催化剂和将于10月下旬公布的第三季度业绩之间,人工智能日可以帮助该股保持积极势头。
价格走势:特斯拉周五收盘下跌6.63%,至864.51美元。