Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
The Tesla Inc (NASDAQ:TSLA) story is shifting to autonomous vehicles, artificial intelligence and FSD after beating second-quarter deliveries.
特斯拉公司（纳斯达克:TSLA）的故事正在转向自主驾驶汽车、人工智能和FSD，在击败第二季度的交付后。
Here's what one analyst is saying ahead of the company's highly anticipated robotaxi day.
在这场备受期待的无人出租车日到来之前，一名分析师认为……
The Tesla Analyst: Wedbush analyst Dan Ives has an Outperform rating and recently raised the price target to $300.
特斯拉分析师：Wedbush分析师丹·艾维斯（Dan Ives）给出了“跑赢大盘”评级，并最近将价格目标上调至300美元。
Read Also: Tesla Q2 Deliveries 'The Appetizer To The Main Event': Analyst Says 'Worst In The Rearview Mirror' Ahead Of Robotaxi Day
阅读更多：特斯拉Q2交付情况'开胃菜到主菜'：分析师表示，'最糟情况已经过去'，即将迎来出租车日。
The Analyst Takeaways: Tesla price cuts could be in the rearview mirror after seeing demand stabilization for electric vehicles, Ives said.
分析师看来，随着对旗下电动汽车需求的稳定，特斯拉降价的趋势可能已经结束了。
"We believe Tesla's march towards 2 million units annual trajectory should be reached over the coming quarters with clear momentum and easier comps for 2025," Ives said.
艾维斯说：“我们认为，特斯拉的年产200万辆的目标将在未来几个季度内实现，并具有明显的势头和更为轻松的2025年业绩对比。”
The analyst sees Tesla's August 7 robotaxi day as a key catalyst for the company.
分析师认为，特斯拉的8月7日无人出租车日将是公司的关键推动因素。
"The key for Tesla's stock looking ahead is the Street recognizing that Tesla is the most undervalued AI play in the market in our view with a historical Robotaxi Day ahead for Musk and Tesla."
艾维斯称：“在我们看来，特斯拉是市场上最被低估的人工智能投资，并且拥有历史性的无人出租车日。”
Ives said the robotaxi day could "lay the yellow brick road to FSD and an autonomous future."
艾维斯表示，无人出租车日可能为特斯拉铺就通往FSD和无人驾驶未来的黄砖路。
"We believe the August 8th Robotaxi Day will be a key historical moment for the Tesla story that we see as a near-term catalyst."
“我们相信8月8日 ”th无人出租车日将是特斯拉故事的一个关键历史时刻，我们认为这将是近期的一个促进因素。
The analyst said the robotaxi day comes with Tesla's latest FSD v.12.4 rolled out and China FSD testing underway.
分析师表示，无人出租车日与特斯拉的最新FSD版本12.4的推出以及中国FSD测试的进行同时发生。
"Musk has said in the past that Tesla will make a car without controls for human use, saying in the past that FSD will reach a point of full autonomous use for taxi and driverless scenarios."
艾维斯曾表示，特斯拉将推出一款没有人类驾驶员控制的汽车，称FSD将达到出租车和无人驾驶场景的全自动使用点。
Ives stated that Tesla's FSD segment could be worth $1 trillion in the future. He mentioned that the robotaxi day could highlight Tesla's autonomous capabilities, with a sum-of-the-parts valuation for the stock that includes energy storage, FSD, software, and automotive divisions.
艾维斯表示，未来特斯拉的FSD业务板块将价值1万亿美元。他提到，无人出租车日可以突出特斯拉的自动驾驶能力，以及包括能源存储、FSD、软件和汽车部门在内的股票零散估值。
"We continue to believe that Tesla is more of an AI and robotics play than a traditional car company... now the rubber meets the road as the Street anticipates August 8th as a key linchpin day for the Tesla story."
我们继续认为，特斯拉更像是一个人工智能和机器人投资，而不是传统的汽车公司……现在是时候证明特斯拉是市场上最被低估的AI品牌了，因为无人出租车日就在前方。th8月8日是特斯拉故事的关键，现在关键是要看看这场戏会如何演绎。
TSLA Price Action: According to Benzinga Pro, Tesla shares are up 2% to $250.75 on Friday, versus a 52-week trading range of $138.80 to $299.29. Tesla stock is up 36% over the last month, nearly turning the stock positive in 2024 with shares currently down 0.8% year-to-date.
根据Benzinga Pro的数据，周五特斯拉股价上涨2%，报250.75美元，52周交易区间为138.8美元至299.29美元。特斯拉股票上月上涨36%，让该股票在今年成为几乎能够扭转负面局面的股票，目前今年以来跌幅仅为0.8%。
Tesla's one-year chart from Benzinga Pro
特斯拉的一年股票走势如下（数据来源为Benzinga Pro）。
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Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。