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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退出將 "清理道路" 以便通用汽車獲得特斯拉的FSD許可,Gary Black表示——此舉將爲瑪麗·巴拉領導的公司每年節省10億美元
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.

未來基金有限責任公司管理合夥人加里·布萊克週二強調,通用汽車公司紐約證券交易所代碼:GM)放棄了每年節省10億美元的機器人出租車雄心,這標誌着自動駕駛汽車競賽的重大轉變。

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.

發生了什麼:布萊克在X上寫道:「Cruise和通用汽車的技術團隊將合併爲一項工作,專注於爲通用汽車未來銷售的車型開發自動駕駛和先進的駕駛員安全技術,」 他指出,通用汽車的自動駕駛工作正在進行戰略調整。

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."

布萊克是特斯拉公司(納斯達克股票代碼:TSLA)的知名牛頭,強調通用汽車決定退出機器人出租車的開發,「因爲擴大業務需要大量的時間和資源,而且機器人出租車市場競爭日益激烈。」

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

布萊克在X上寫道:「此舉可能爲通用汽車開始許可TSLA的全自動駕駛技術掃清道路。」

$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將退出機器人出租車業務,此舉將爲通用汽車每年節省10億美元的成本。Cruise和通用汽車的技術團隊將合併爲一項工作,重點爲通用汽車未來銷售的車型開發自動駕駛和先進的駕駛員安全技術。通用汽車說的...

— 加里·布萊克 (@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.

爲何重要:此舉是在Cruise在10月份發生的一起車輛拖行並造成行人受傷的事件後暫停運營之後採取的。通用汽車計劃通過股東協議將其在Cruise的所有權從90%增加到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.

通用汽車首席執行官瑪麗·巴拉在一份公司聲明中說:「通用汽車致力於以紀律嚴明和資本高效的方式爲我們的客戶提供最佳的駕駛體驗。」該汽車製造商現在將專注於擴展其Super Cruise駕駛員輔助系統,該系統目前可用於20多種車型。

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.

從 robotaxis 中撤退了 Alphabet Inc.s(納斯達克股票代碼:GOOGL)(納斯達克股票代碼:GOOG)Waymo將其自動駕駛出租車服務擴展到更多城市,特斯拉的目標是在2026年推出其機器人出租車業務。該決定是在業內同行福特汽車公司作出的。(紐約證券交易所代碼:F)和大衆汽車公司(場外交易代碼:VWAGY),他們於2022年關閉了他們的自動駕駛企業Argo AI。

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%.

價格走勢:通用汽車股價週二收於52.74美元,上漲0.057%。在盤後交易中,該股上漲2.20%,至53.90美元。今年迄今爲止,該股已上漲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%.

根據Benzinga Pro的數據,通用汽車將24位分析師的共識目標股價定爲56.10美元,最高爲96美元,低點爲28美元。摩根士丹利、瑞穗和伯恩斯坦的最新三個評級表明,平均目標股價爲57美元,潛在上漲幅度爲5.75%。

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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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