Rivian, Tesla Will Drive Autonomous Vehicle Progress In 2025: Goldman Sachs
Rivian, Tesla Will Drive Autonomous Vehicle Progress In 2025: Goldman Sachs
Goldman Sachs said in a research note released on Tuesday that it expects continued progress in the autonomous vehicles space, including robotaxis, in 2025.
高盛在周二发布的研究报告中表示，预计到2025年，自动驾驶汽车领域，包括机器人出租车，将持续取得进展。
Expert Ideas: Goldman Sachs analysts predict that vehicles with situationally "eyes-off," or Level 3, AV capabilities will reach approximately 10% of new vehicle sales in 2030. The analysts expect sales of fully autonomous vehicles, Levels 4 and 5, to be relatively low in the near to medium term, but to reach more than one million in 2028 and above two million in 2030.
专家观点：高盛分析师预测，到2030年，具备情境"离眼"或三级自动驾驶能力的车辆将占新车销售的约10%。分析师预计，完全自动驾驶车辆（四级和五级）的销量在短期至中期内将相对较低，但到2028年将超过一百万辆，到2030年将超过两百万辆。
The firm sees fully autonomous vehicles reaching a mid-teens percentage of global vehicle sales in 2040, including personal ownership of Level 4 vehicles.
该公司预计，完全自动驾驶车辆将在2040年达到全球汽车销售的中位数百分比，包括四级车辆的个人拥有权。
TSLA: Goldman Sachs highlighted Tesla in the areas of power and platforms, but sees the EV-leader facing headwinds in its core auto business in the near to medium term. The firm pointed to slower global EV demand and pricing pressures as the causes.
TSLA：高盛强调了特斯拉在动力和平台方面的表现，但预计这家电动车领军企业在短期至中期内的核心汽车业务将面临逆风。该公司指出，全球电动车需求放缓和价格压力是原因。
Tesla is targeting a 2025 launch of its robotaxi service in Texas and/or California using its Model 3/Y vehicles. The company is also planning to begin production of its Cybercab robotaxi in 2026. Goldman Sachs pointed to increased federal regulatory clarity, especially for consumer vehicles, as being helpful to Tesla as it attempts to scale its Level 4 AVs.
特斯拉计划在2025年推出其在德克萨斯州和/或加利福尼亚州的机器人出租车服务，使用其Model 3/Y车型。该公司还计划在2026年开始生产其Cybercab机器人出租车。高盛指出，特别是在消费车辆方面，联邦监管的清晰度提高将有助于特斯拉在扩大四级自动驾驶汽车的规模时。
Goldman Sachs maintained a Neutral rating on Tesla stock and raised its price target from $250 to $345.
高盛对特斯拉股票维持中立评级，并将其目标价从250美元上调至345美元。
RIVN: Goldman Sachs noted that Rivian recently deployed its Autonomy+ platform, currently a Level 2 AV driver assist and autonomy feature. Autonomy+ rolled out as a free trial and the firm expects Rivian to monetize the platform in the future, adding another revenue stream for the company.
RIVN：高盛指出，Rivian最近推出了其Autonomy+平台，目前是二级自动驾驶辅助和自主驾驶功能。Autonomy+作为免费试用版推出，预计未来Rivian将通过该平台获利，为公司增加另一条营业收入来源。
Goldman Sachs maintained a Neutral rating on Rivian stock and raised its price target from $12 to $13.
高盛对Rivian股票维持中立评级，并将其目标价从12美元上调至13美元。
TSLA, RIVN Price Action: According to Benzinga Pro, Tesla shares are down 0.42% at $423.00 and Rivian shares are up 1.15% at $13.92 at the time of publication Thursday at midday.
TSLA, RIVN价格走势：根据Benzinga Pro的数据，特斯拉的股票下跌了0.42%，报价为423.00美元，而Rivian的股票上涨了1.15%，报价为13.92美元，发布时间为周四中午。
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