Tesla (TSLA) hannun jari ya rufe kusan 5% a ranar Litinin yayin da masu saka hannun jari suka siya a matsayin Shugaba Elon MuskSabuwar shelar cewa Tesla zai fara fito da robotaxi wanda aka dade ana jira a ranar 8 ga Agusta.
Sanarwar Musk na Tesla na Robotaxi bayan kararrawa ranar Juma'a ya biyo bayan rahoton Reuters cewa Tesla ya soke tsare-tsare don gina wani ƙaramin dala 30,000 EV da aka daɗe ana jira, wanda wasu suka kira Model 2. Reuters ya ce a maimakon haka Tesla zai mayar da hankali kan robotaxi mai tuka kansa, tare da amsa Musk. na X cewa kamfanin dillancin labarai na Reuters yana "karya (sake)," kafin ya koma kan dandamali daga baya ya ba da sanarwar bayyanar robotaxi, wanda aka fahimci cewa ba shi da sitiya ko takalmi. Har yanzu tambaya ce mai buɗe ko Tesla a ƙarshe zai buɗe EV mai rahusa.
Duk da yawan hannun jarin ranar Litinin, manazarta Wall Street sun yi karo da sanarwar.
Emmanuel Rosner na Deutsche Bank ya ce labarin robotaxi yana "canza rubutun" akan Tesla.
"Idan aka sake tabbatar da sauya sheka daga Model 2, batun bijimin na Tesla zai iya kasancewa cewa ta hanyar ingantaccen ingantaccen fasahar sa, Tesla ya yanke shawarar danna fa'idar AI ta musamman da software ta hanyar mai da hankali kan robotaxi, wanda ke ba da damar yin amfani da fasahar zamani. 'yan OEM (masu kera kayan aiki na asali) za su iya yin koyi kuma hakan zai ba da umarnin ƙarin tattalin arziki mai inganci, ”in ji Rosner a ɓangaren bijimin labarin.
Ƙungiyar bear, duk da haka, ita ce Tesla ya ba da wani "mahimmin dalili" dalilin da yasa mutane da yawa ke da hannun jari: Model 2 a matsayin wasan kwaikwayo mai girma wanda zai "sake haɓaka girma, margins, da FCF [gudanar kuɗi kyauta]," in ji Rosner. Hakanan yana nufin ƙayyadaddun bijimin ya dogara ne akan Tesla ya fashe lambar akan tuƙi, wanda zai buƙaci kewaya matsaloli masu yawa na tsari da samun isassun bayanai don horar da software.
Rosner yana da ƙimar Buy akan hannun jari da maƙasudin farashin $189.
A gefe guda, Tesla bijimin Tasha Keeney a ARK Invest ya yi imanin yuwuwar Tesla na dogon lokaci yana da alaƙa da tukin kai da cin gashin kai.
"Suna da fa'idar bayanai mara misaltuwa idan aka kwatanta da kowane kamfani da ke warware cikakken 'yancin cin gashin kai," in ji Keney a wata hira da ya yi da Yahoo Finance Live. Kamar yadda yake tare da AI, Keeney ya ce bayanai shine mabuɗin don ƙirar horarwa da samun samfurin aiki na tuƙi. Ta ce Tesla's full-self tuki (FSD) beta yana kusa da wurin, lura da cewa Tesla yana tara mil miliyan 2.5 na bayanan tuki daga abokan ciniki kowace rana. Masu fafatawa kamar Waymo Keney ya ce sun shiga sama da mil miliyan 10 ne kawai tun farkon aikin.
"Muna tunanin wannan zai fitar da darajar Tesla na gaba. Idan muka duba shekaru biyar, muna tsammanin zai zama kashi biyu bisa uku na ƙimar kasuwancin cikin shekaru biyar. Don haka muna matukar farin ciki da hakan, ”in ji Keney.
Wanda ya kafa ARK Invest Cathie Wood kwanan nan ya sake nanata burin kamfanin na $2,000 akan Tesla, hasashen dala tiriliyan 10 na kudaden shiga daga kokarin robotaxi.
A gefe guda na bakan shine Craig Irwin a Roth Capital, wanda ya fi nuna shakku akan robotaxi. Ya yi imanin cewa motsi na yau a cikin hannun jari na fasaha ne a yanayi kuma ba a samo asali ba. Irwin yana da ƙimar tsaka-tsaki akan hannun jari da maƙasudin farashin $85.
“Masu saka hannun jari na ƙwararru sun bi sahun gaba. Suna auna saurin dillali a hankali, kuma girman haɓakar wannan sanarwar za a auna ta duk abokan cinikina a duk faɗin Wall Street, ”in ji Irwin. Bayan narkar da labarai na farko, Irwin ya yi imanin cewa wasan na Tesla mai cin gashin kansa yana nan da nisa.
“[Tuƙi mai sarrafa kansa] zai cinye wutar lantarki mai yawa kamar tuƙi [a cikin EVs na yanzu]. A fasaha abu ne mai yiwuwa, yana yiwuwa, amma ba a kan motocin [Tesla] da aka sayar ba, kuma ba a tsarin da kowa ke kusa da shi a yau ba, "in ji Irwin.
Irwin yana zargin motocin Tesla za su buƙaci ƙarin ingantattun na'urori masu auna firikwensin, kyamarori, da sauran kayan aiki don samun cikakken 'yancin kai da gaske, kuma sha'awar "Cyber Taxi," kamar yadda Irwin ya kira shi, yana rufe manyan matsalolin asali a kamfanin, kamar rashin bukata da gasa mai karfi.
“Ina tsammanin za a iya yanke hannun jari biyu; Ina tsammanin akwai ƙarin rage farashin nan gaba. Ina tsammanin akwai ƙarin matsawa gefe, kuma wannan wani karkata ne daga gaskiyar cewa kamfanin yanzu yana raguwa, ”in ji Irwin.
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- Source: https://www.autoblog.com/2024/04/08/tesla-robotaxis-wall-street-weighs-in-on-elon-musks-latest-claim/
