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.
高盛在週二發佈的研究報告中表示，預計2025年包括機器人出租車在內的自動駕駛汽車領域將繼續取得進展。
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.
專家觀點：高盛分析師預測，到2030年，具有情境 「視而不見」 或3級自動駕駛功能的汽車將達到新車銷量的10％左右。分析師預計，4級和5級全自動駕駛汽車的銷量在短期至中期內將相對較低，但在2028年將達到100萬輛以上，到2030年將超過200萬輛。
The firm sees fully autonomous vehicles reaching a mid-teens percentage of global vehicle sales in 2040, including personal ownership of Level 4 vehicles.
該公司預計，到2040年，全自動駕駛汽車佔全球汽車銷量的百分比將達到十幾％，其中包括個人擁有的4級汽車。
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：高盛強調了特斯拉在電力和平台領域的優勢，但認爲電動汽車領導者在短期至中期內其核心汽車業務將面臨阻力。該公司指出，全球電動汽車需求放緩和定價壓力是原因。
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.
特斯拉的目標是在2025年使用其Model 3/Y車輛在德克薩斯州和/或加利福尼亞州推出機器人出租車服務。該公司還計劃在2026年開始生產其Cybercab機器人出租車。高盛指出，提高聯邦監管的明確性，尤其是對消費類汽車的監管，對特斯拉試圖擴大其4級自動駕駛汽車的規模很有幫助。
Goldman Sachs maintained a Neutral rating on Tesla stock and raised its price target from $250 to $345.
高盛維持對特斯拉股票的中性評級，並將其目標股價從250美元上調至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最近部署了其Autony+平台，目前是二級自動駕駛輔助和自動駕駛功能。Autonomy+ 作爲免費試用版推出，該公司預計 Rivian 將來會通過該平台獲利，爲公司增加另一個收入來源。
Goldman Sachs maintained a Neutral rating on Rivian stock and raised its price target from $12 to $13.
高盛維持對Rivian股票的中性評級，並將其目標股價從12美元上調至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價格走勢：根據Benzinga Pro的數據，在週四中午發佈時，特斯拉股價下跌0.42％，至423.00美元，Rivian股價上漲1.15％，至13.92美元。
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圖片：Shutterstock
