Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Munster believes that the cheaper model is key to Tesla ramping up deliveries next year. However, Tesla has historically had long periods between launch and delivery, he noted.Deepwater Asset Management's Managing Partner Gene Munster expects three vehicles to be announced at Tesla Inc's (NASDAQ:TSLA) upcoming robotaxi event slated for Oct. 10.
Deepwater资产管理的管理合伙人Gene Munster预计，特斯拉公司（纳斯达克：TSLA）即将在10月10日举行的无人出租车活动上宣布三款车型。
What Happened: Munster said in an appearance on CNBC on Wednesday that he expects the EV giant to announce a cheaper vehicle model priced around $25,000, a robotaxi, and a robovan at the event next week.
发生了什么：Munster在周三接受CNBC采访时表示，他预计这家电动汽车巨头将在下周的活动中宣布一款定价约为25,000美元的更便宜的车型、一款无人出租车和一款无人货车。
The event, he opined, is designed more like a launch party and will likely be light on details. However, Munster is looking forward to Tesla clarifying when it expects to ramp up production of its cheaper EV model.
他认为，这次活动更像是一个发布会，可能在细节上会比较简单。但是，Munster期待特斯拉澄清他们预计何时加快生产更便宜的电动汽车模型。
Munster believes that the cheaper model is key to Tesla ramping up deliveries next year. However, Tesla has historically had long periods between launch and delivery, he noted.
Munster认为，更便宜的车型对于特斯拉明年加快交付至关重要。但是，他指出，特斯拉在发布和交付之间历来有很长的时间间隔。
"The one detail that I'm going to hyper-focused on is that cheaper $25,000 car... when they expect to ramp production. I want to put one thread through why this is important for next year, is that the Street is looking for growth to go from 7% in the most recent quarter to 12% next year. To get to 12 percent, you need to get that cheaper model starting to ramp in the middle of the year," he said.
“我将着重关注的一个细节是那款更便宜的25,000美元的车……他们预计何时加快生产。我想要通过这个细节解释为什么这对明年是重要的，因为华尔街希望增长从最近一个季度的7%提高到明年的12%。要达到12%，你需要让那款更便宜的车型在年中开始加速生产，”他说。
While Munster would prefer Tesla to start production of the vehicle in mid-2025, he expects it to start around late 2025 or early 2026 given Tesla's previous delays.
尽管Munster更希望特斯拉在2025年中期开始生产该车型，但他预计由于特斯拉以往的延误，将在2025年底或2026年初开始生产。
Why It Matters: Tesla delivered 462,890 vehicles in the third quarter, marking an increase of 6.4% from the corresponding period last year.
关键点：特斯拉在第三季度交付了462,890辆车，同比去年同期增长了6.4%。
However, the shares reacted negatively to the news, likely because the delivery numbers were still below whisper numbers.
然而，股价对消息做出了负面反应，可能是因为交付量仍低于市场预期。
Investors are now looking forward to the robotaxi event to give the stock a much-needed boost.
投资者现在期待机器出租车活动，为股票带来急需的提振。
The robotaxi unveiling event was initially slated for Aug. 8. The company delayed it to Oct. 10 to make a few important changes aimed at improving the robotaxi and to give itself time to prepare a "couple of other things" to showcase at the event, company CEO Elon Musk said in July.
最初计划于8月8日举行的无人出租车发布活动被推迟到10月10日，公司首席执行官埃隆·马斯克在7月表示，这是为了对无人出租车进行一些重要改进，并给予自己时间来准备在活动上展示“其他几个重要的事情”。
Price Action: Tesla shares closed down 3.36% at $240.66 on Thursday. The stock is 3.1% year-to-date, according to Benzinga Pro.
股价走势：特斯拉股价周四收跌3.36%，报240.66美元。根据Benzinga Pro的数据，该股今年以来跌幅为3.1%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通过以下链接查看更多财经新闻《Benzinga智库：移动出行未来》
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- 福特美国的电动车销量在第三季度有所增加，尽管它的畅销车野马Mach-E SUV放缓。
Photo courtesy: Unsplash
图片来源：Unsplash
