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Robotaxi Exit To 'Clear The Way' For GM To License Tesla FSD, Says Gary Black — Move Will Save The Mary Barra-Led Company $1B A Year

Robotaxi Exit To 'Clear The Way' For GM To License Tesla FSD, Says Gary Black — Move Will Save The Mary Barra-Led Company $1B A Year

Robotaxi退出将 "清理道路" 以便通用汽车获得特斯拉的FSD许可,Gary Black表示——此举将为玛丽·巴拉领导的公司每年节省10亿美元
Benzinga ·  2024/12/11 13:25

The Future Fund LLC Managing Partner Gary Black highlighted on Tuesday that General Motors Co. (NYSE:GM) is abandoning its robotaxi ambitions to save $1 billion annually, marking a significant shift in the autonomous vehicle race.

未来基金有限公司的管理合伙人加里·布莱克周二强调,通用汽车公司(纽交所:GM)放弃其自动驾驶出租车的雄心,以每年节省10亿美元,这标志着自动驾驶车辆竞争中的一个重大转变。

What Happened: "Cruise and GM's technical teams will be combined into a single effort focused on developing autonomous and advanced driver safety technology for future models sold by GM," Black wrote on X, noting the strategic realignment of GM's autonomous driving efforts.

发生了什么:"Cruise和GM的技术团队将合并为一个专注于开发未来GM销售的自动驾驶和先进驾驶安全技术的单一团队," 布莱克在X上写道,指出GM自动驾驶努力的战略重组。

Black, a prominent Tesla Inc. (NASDAQ:TSLA) bull, emphasized GM's decision to exit robotaxi development "given the considerable time and resources that would be needed to scale the business, along with an increasingly competitive robotaxi market."

作为著名的特斯拉公司(纳斯达克:TSLA)看涨者,布莱克强调GM退出自动驾驶出租车开发的决定,"考虑到规模化业务所需的相当多的时间和资源,以及日益竞争激烈的自动驾驶出租车市场。"

"The move could clear the way for GM to begin licensing TSLA's full-self-driving technology," Black wrote on X.

"这一举动可能为GM开始授权TSLA的完全自驾技术铺平道路," 布莱克在X上写道。

$GM Cruise will exit the robotaxi business, a move that will save $GM $1B/year in annual costs. Cruise and GM's technical teams will be combined into a single effort focused on developing autonomous and advanced driver safety technology for future models sold by GM. GM said it...

— Gary Black (@garyblack00) December 10, 2024

$GM Cruise将退出自动驾驶出租车业务,此举将为GM每年节省10亿美元的费用。Cruise和GM的技术团队将合并为一个专注于开发未来GM销售的自动驾驶和先进驾驶安全技术的单一团队。GM表示……

— Gary Black (@garyblack00) 2024年12月10日

Why It Matters: The move comes after Cruise suspended operations following an October incident where one of its vehicles dragged and injured a pedestrian. GM plans to increase its ownership in Cruise from 90% to 97% through shareholder agreements.

为什么这很重要:此举是在Cruise因十月一起事件而暂停运营后作出的,该事件导致其一辆车拖拽并伤害了一名行人。GM计划通过股东协议将其在Cruise中的持股从90%提高到97%。

"GM is committed to delivering the best driving experiences to our customers in a disciplined and capital efficient manner," said GM CEO Mary Barra in a company statement. The automaker will now focus on expanding its Super Cruise driver assistance system, currently available in more than 20 vehicle models.

"GM致力于以一种有序和资本高效的方式为我们的客户提供最佳驾驶体验," GM首席执行官玛丽·巴拉在公司声明中表示。这家汽车制造商现在将专注于扩大其Super Cruise驾驶辅助系统,该系统目前在20多款车型中可用。

The retreat from robotaxis comes as Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo expands its autonomous taxi service to more cities and Tesla targets a 2026 launch for its robotaxi business. The decision follows industry peers Ford Motor Co. (NYSE:F) and Volkswagen AG (OTC:VWAGY), who shuttered their self-driving venture Argo AI in 2022.

随着Alphabet Inc.(纳斯达克:GOOGL)(纳斯达克:GOOG)的Waymo将其自动驾驶出租车服务扩展到更多城市,以及特斯拉计划于2026年推出其机器人出租车业务,关于机器人出租车的撤退显得尤为突出。该决定紧随行业同行福特汽车公司(纽交所:F)和大众汽车集团(场外交易:VWAGY)于2022年关闭自驾车投资项目Argo AI之后做出。

Price Action: General Motors' stock closed at $52.74 on Tuesday, up 0.057%. In after-hours trading, the stock rose by 2.20%, to $53.90. Year to date, the stock has gained 46.30%.

价格动态:通用汽车的股票在周二收于52.74美元,涨幅为0.057%。在盘后交易中,股票上涨2.20%,达到53.90美元。今年以来,股票上涨了46.30%。

According to data from Benzinga Pro, General Motors has a consensus price target of $56.10 from 24 analysts, with a high of $96 and a low of $28. The three most recent ratings from Morgan Stanley, Mizuho, and Bernstein suggest an average price target of $57, indicating a potential upside of 5.75%.

根据Benzinga Pro的数据,通用汽车的共识价格目标为56.10美元,基于24位分析师的分析,其中最高目标为96美元,最低目标为28美元。摩根士丹利、瑞穗证券和伯恩斯坦最近三次的评级表明,平均价格目标为57美元,表示潜在上涨幅度为5.75%。

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