Tesla's 'Cybercabs' Could Be A Potential Ride-Sharing Disruptor, Says Analyst: Here's What Investors Can Expect At Oct 10 Robotaxi Event
Tesla's 'Cybercabs' Could Be A Potential Ride-Sharing Disruptor, Says Analyst: Here's What Investors Can Expect At Oct 10 Robotaxi Event
Tesla will likely move forward with a dual approach with respect to autonomous ridesharing – a fully app-based "cybercab" and a supervised autonomous/FSD ride-share service, the analyst said. The second approach is the one that has the greatest room to surprise investors, at least in the near term, he said.Tesla Inc. (NASDAQ:TSLA) will host its Robotaxi event on Oct. 10, investors are skittish about autonomous ride-share services, said Morgan Stanley analyst Adam Jonas in a note released on Wednesday.
特斯拉公司（納斯達克股票代碼：TSLA）將於10月10日舉辦RoboTaxi活動，根據週三發佈的摩根士丹利分析師亞當·喬納斯的報告，投資者對自動駕駛共享服務持謹慎態度。
The Tesla Analyst: Jonas has an Overweight rating and a $310 price target for Tesla shares.
特斯拉分析師: 喬納斯看好特斯拉股票，給予超重評級，並設定310美元的價格目標。
The Tesla Thesis: The widespread belief is that Tesla will show attendees a cybercab demonstration on a closed course and give rides in, said Jonas. The analyst expects the company to say the potential commercial launch could be in late 2025 or 2026.
特斯拉主題: 廣泛的看法是，特斯拉將在封閉賽道上向參與者展示網約車演示，並允許嘗試搭乘，喬納斯表示。分析師預期公司可能會表示潛在的商業推出可能在2025年底或2026年。
Tesla will likely move forward with a dual approach with respect to autonomous ridesharing – a fully app-based "cybercab" and a supervised autonomous/FSD ride-share service, the analyst said. The second approach is the one that has the greatest room to surprise investors, at least in the near term, he said.
特斯拉可能會採取雙重方法推進自動乘車共享——一個完全基於應用程序的"網約車"和一個受監督的自動/FSD共享服務，該分析師說。第二種方法至少在短期內將給投資者帶來最大的驚喜，他說。
The analyst modeled that the vast majority of rides and miles traveled through 2030 and into the early 2030s will be based on the FSD/supervised ride-share category. With this approach, the vehicles are owned by individual drivers or third-party fleets, he said.
分析師模擬了到2030年及2030年初，絕大多數乘車和行駛里程將基於FSD/受監控乘車範疇。他說，採用這種方式，車輛由個人駕駛員或第三方車隊擁有。
Based on the above expectations, the analyst expects Tesla to divulge the following:
基於以上預期，分析師預計特斯拉將披露以下內容:
- Target metro areas with a high density of Tesla owners.
- The sizes of FSD Hardware 3 and Hardware 4 are installed in the fleet by key metros and geographies; Jonas estimates that about 3 million units will be on the road by the year-end.
- FSD price cut: Tesla may be in a position to offer the latest version of the FSD (v12.5.5) to Tesla drivers conducting ride-sharing services on the Tesla app at a discounted rate, the analyst said.
- Driver economics: Jonas sees Tesla likely offering a more attractive take rate to Tesla ride-share drivers than the 30% Uber Technologies Inc. (NYSE:UBER) was offering its drivers, potentially even a 0% take rate for the first month on the platform as a temporary incentive. This will leave more money in the driver's pocket as the company goes about growing its driver community in a supply-limited market, he added.
- 以特斯拉車主密集的目標城市爲目標地區。
- FSD硬件3和硬件4的規模安裝在關鍵城市和地理位置的車隊中; 喬納斯估計到年底將會上路約300萬輛。
- FSD價格下調：分析師表示，特斯拉可能會以折扣價格向在特斯拉應用上進行順風車服務的特斯拉車主提供最新版本的FSD（v12.5.5）。
- 司機經濟學：喬納斯認爲特斯拉很可能向特斯拉順風車司機提供比優步科技公司（紐交所：UBER）向其司機提供的30%更有吸引力的抽成率，甚至可能在平台上首個月提供0%的抽成率作爲臨時獎勵。他補充說，這將在公司在供應有限市場中發展其司機社區的同時，給司機留更多的錢。
Jonas estimates that Tesla vehicles on the Uber platform currently could number around 50,000 units.
喬納斯估計，目前在優步平台上的特斯拉車輛數量可能約爲5萬輛。
Price Action: Tesla ended Wednesday's session down 3.49% at $249.02, according to Benzinga Pro data, following the release of its third-quarter deliveries report.
價格走勢：據彭印智能 Pro 數據顯示，特斯拉週三收盤下跌3.49%，報249.02美元，這是在其第三季度交付報告發布後的情況。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下鏈接查看更多財經新聞《Benzinga智庫：移動出行未來》
- 'Safety Disaster:' Tesla FSD 'Galaxies Away From Being Anywhere Close To Competition,' Says Bearish Analyst, As He Assigns Zero Valuation To The Tech
- 「安全災難：」 特斯拉FSD「遙不可及於競爭之近」的看淡分析師表示，他對該技術進行了零估值。
Photo courtesy: Tesla
圖片提供：特斯拉