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大行評級丨巴克萊:投資者對RoboTaxi發佈會持審慎態度 特斯拉股價正面臨重大轉折點
格隆匯 06-09 09:53
巴克萊發表報吿指,儘管特斯拉將於6月12日舉行的RoboTaxi發佈會話題性十足,但投資者仍普遍持審慎態度,特斯拉股價正面臨重大轉折點。市場高度正特斯拉的RoboTaxi發表會是否能挽救投資人信心。據巴克萊分析,特斯拉預計展示的RoboTaxi將在地理圍欄內運行,初期規模僅約10輛,並需透過遠端操作避開高風險路段。雖然此類活動常被視為“利多”,但此次發表會的真正意義在於加強特斯拉自動駕駛與人工智能戰略的市場敍事。根據特斯拉規劃,RoboTaxi將以奧斯汀為起點,幾個月內從10輛擴大至1000輛,並計劃於2025年底實現美國道路上有數十萬甚至超過百萬輛的無人駕駛車上路。巴克萊指出,特斯拉要實現RoboTaxi大規模部署,仍面臨三大挑戰:極端情境處理、本地化城市參數調整以及基礎建設與政府審批障礙。這些因素可能拖慢其自動駕駛商業化進程。
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