ARK列出特斯拉三大增长催化剂：自动驾驶出租车、FSD和Dojo

环球市场播报2023-07-25

凯茜·伍德领导的方舟投资管理公司的分析师周一列出了特斯拉在第二季度财报电话会议上提供的三项最新信息，认为这是其增长的有效推动力。他们表示，这些更新是重要的、潜在的价值创造的长期驱动因素，而华尔街可能忽视了这一点。　　三大黄金更新：　　1．自动驾驶出租车：特斯拉CEO埃隆·马斯克在财报电话会议上表示，该公司的自动驾驶出租车可能会产生“近乎无限”的需求。马斯克说：“这将是迄今为止汽车每小时产量...

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href=https://finance.sina.com.cn/stock/usstock/c/2023-07-25/doc-imzcwsyt7975426.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德领导的方舟投资管理公司的分析师周一列出了特斯拉在第二季度财报电话会议上提供的三项最新信息，认为这是其增长的有效推动力。他们表示，这些更新是重要的、潜在的价值创造的长期驱动因素，而华尔街可能忽视了这一点。\n　　三大黄金更新：\n　　1． 自动驾驶出租车：特斯拉CEO埃隆·马斯克在财报电话会议上表示，该公司的自动驾驶出租车可能会产生“近乎无限”的需求。马斯克说：“这将是迄今为止汽车每小时产量...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-25/doc-imzcwsyt7975426.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0316494557.USD","symbol_name":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" 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catalysts: self-driving taxis, FSD and Dojo","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1,"TSLL":1,"FSD":1,"ARKK":1},"content_text":"凯茜·伍德领导的方舟投资管理公司的分析师周一列出了特斯拉在第二季度财报电话会议上提供的三项最新信息，认为这是其增长的有效推动力。他们表示，这些更新是重要的、潜在的价值创造的长期驱动因素，而华尔街可能忽视了这一点。\n　　三大黄金更新：\n　　1． 自动驾驶出租车：特斯拉CEO埃隆·马斯克在财报电话会议上表示，该公司的自动驾驶出租车可能会产生“近乎无限”的需求。马斯克说：“这将是迄今为止汽车每小时产量最高的一次。”ARK的分析师预计，到2027年，自动驾驶出租车将占特斯拉企业价值的三分之二以上。\n　　2． 全自动驾驶软件：马斯克表示，目前正在与一家大型汽车制造商就FSD软件的授权进行讨论。根据ARK的看法，很少有传统汽车制造商能够制造出完全自动驾驶的汽车，而特斯拉在数据方面拥有绝对优势，因为它的车队现在每天收集超过200万英里的FSD数据。\n　　3． Dojo：马斯克表示，到2024年底，特斯拉将在其Dojo超级计算机项目上投资超过10亿美元。ARK分析师表示，鉴于英伟达无法提供足够的GPU来满足其需求，特斯拉对Dojo的投资将随着时间的推移而获得回报。此外，他们补充说，这是必要的。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 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