Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
Tesla 'Most Undervalued AI Play In The Market': Analyst Says 'Rubber Meets The Road' On Robotaxi Day
The Tesla Inc (NASDAQ:TSLA) story is shifting to autonomous vehicles, artificial intelligence and FSD after beating second-quarter deliveries.
特斯拉公司（納斯達克:TSLA）的故事正在轉向自主駕駛汽車、人工智能和FSD，在擊敗第二季度的交付後。
Here's what one analyst is saying ahead of the company's highly anticipated robotaxi day.
在這場備受期待的無人出租車日到來之前，一名分析師認爲……
The Tesla Analyst: Wedbush analyst Dan Ives has an Outperform rating and recently raised the price target to $300.
特斯拉分析師：Wedbush分析師丹·艾維斯（Dan Ives）給出了“跑贏大盤”評級，並最近將價格目標上調至300美元。
Read Also: Tesla Q2 Deliveries 'The Appetizer To The Main Event': Analyst Says 'Worst In The Rearview Mirror' Ahead Of Robotaxi Day
閱讀更多：特斯拉Q2交付情況'開胃菜到主菜'：分析師表示，'最糟情況已經過去'，即將迎來出租車日。
The Analyst Takeaways: Tesla price cuts could be in the rearview mirror after seeing demand stabilization for electric vehicles, Ives said.
分析師看來，隨着對旗下電動汽車需求的穩定，特斯拉降價的趨勢可能已經結束了。
"We believe Tesla's march towards 2 million units annual trajectory should be reached over the coming quarters with clear momentum and easier comps for 2025," Ives said.
艾維斯說：“我們認爲，特斯拉的年產200萬輛的目標將在未來幾個季度內實現，並具有明顯的勢頭和更爲輕鬆的2025年業績對比。”
The analyst sees Tesla's August 7 robotaxi day as a key catalyst for the company.
分析師認爲，特斯拉的8月7日無人出租車日將是公司的關鍵推動因素。
"The key for Tesla's stock looking ahead is the Street recognizing that Tesla is the most undervalued AI play in the market in our view with a historical Robotaxi Day ahead for Musk and Tesla."
艾維斯稱：“在我們看來，特斯拉是市場上最被低估的人工智能投資，並且擁有歷史性的無人出租車日。”
Ives said the robotaxi day could "lay the yellow brick road to FSD and an autonomous future."
艾維斯表示，無人出租車日可能爲特斯拉鋪就通往FSD和無人駕駛未來的黃磚路。
"We believe the August 8th Robotaxi Day will be a key historical moment for the Tesla story that we see as a near-term catalyst."
“我們相信8月8日 ”th無人出租車日將是特斯拉故事的一個關鍵歷史時刻，我們認爲這將是近期的一個促進因素。
The analyst said the robotaxi day comes with Tesla's latest FSD v.12.4 rolled out and China FSD testing underway.
分析師表示，無人出租車日與特斯拉的最新FSD版本12.4的推出以及中國FSD測試的進行同時發生。
"Musk has said in the past that Tesla will make a car without controls for human use, saying in the past that FSD will reach a point of full autonomous use for taxi and driverless scenarios."
艾維斯曾表示，特斯拉將推出一款沒有人類駕駛員控制的汽車，稱FSD將達到出租車和無人駕駛場景的全自動使用點。
Ives stated that Tesla's FSD segment could be worth $1 trillion in the future. He mentioned that the robotaxi day could highlight Tesla's autonomous capabilities, with a sum-of-the-parts valuation for the stock that includes energy storage, FSD, software, and automotive divisions.
艾維斯表示，未來特斯拉的FSD業務板塊將價值1萬億美元。他提到，無人出租車日可以突出特斯拉的自動駕駛能力，以及包括能源存儲、FSD、軟件和汽車部門在內的股票零散估值。
"We continue to believe that Tesla is more of an AI and robotics play than a traditional car company... now the rubber meets the road as the Street anticipates August 8th as a key linchpin day for the Tesla story."
我們繼續認爲，特斯拉更像是一個人工智能和機器人投資，而不是傳統的汽車公司……現在是時候證明特斯拉是市場上最被低估的AI品牌了，因爲無人出租車日就在前方。th8月8日是特斯拉故事的關鍵，現在關鍵是要看看這場戲會如何演繹。
TSLA Price Action: According to Benzinga Pro, Tesla shares are up 2% to $250.75 on Friday, versus a 52-week trading range of $138.80 to $299.29. Tesla stock is up 36% over the last month, nearly turning the stock positive in 2024 with shares currently down 0.8% year-to-date.
根據Benzinga Pro的數據，週五特斯拉股價上漲2%，報250.75美元，52周交易區間爲138.8美元至299.29美元。特斯拉股票上月上漲36%，讓該股票在今年成爲幾乎能夠扭轉負面局面的股票，目前今年以來跌幅僅爲0.8%。
Tesla's one-year chart from Benzinga Pro
特斯拉的一年股票走勢如下（數據來源爲Benzinga Pro）。
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Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。