Autonomous driving
搜索文档
Here’s What Wall Street Thinks About Uber Technologies (UBER)
Yahoo Finance· 2025-12-18 12:01
Uber Technologies, Inc. (NYSE:UBER) is one of the Undervalued Stocks with Biggest Upside Potential. Uber Technologies, Inc. (NYSE:UBER) has been expanding its autonomous vehicle footprint with strategic partnerships and launches around the world. As a result, Wall Street maintains a Bullish sentiment on the stock. Recently, on December 12, Brad Erickson from RBC Capital reiterated a Buy rating on the stock with a $110 price target. Earlier on December 10, Lloyd Walmsley from Mizuho Securities reiterated a ...
BYD ups the ante on L3 autonomous cars, begins testing models for mass production
Yahoo Finance· 2025-12-18 09:30
Chinese electric vehicle (EV) leader BYD has reinforced its push to build and sell more cars fitted with level 3 (L3) autonomous driving systems after Beijing took its first step towards deregulating the technology. The company collaborated with authorities in Shenzhen, where it was based, to test some of its cars ahead of mass production, according to China Business News. BYD confirmed the report, adding that it had completed more than 150,000 kilometres of real-world L3 testing. The company did not ela ...
Judge orders Tesla to make major change or halt sales in California
Yahoo Finance· 2025-12-17 19:17
Last year, Tesla finally admitted that Full Self-Driving was not the Level 4 autonomous driving experience, as had been previously claimed when it added "Supervised" to the official FSD moniker, Benzinga reported. SAE International (formerly the Society of Automotive Engineers) considers advanced driver assistance systems, such as GM Super Cruise and Tesla Full Self-Driving, to be Level 2 automation, which requires the driver to remain engaged. Tesla global deliveries by year 2024: 1.79 million 2023: 1 ...
Tesla's car business is only worth $30 a share, analyst warns
Yahoo Finance· 2025-12-17 18:23
Tesla (TSLA) is currently trading like a futuristic AI powerhouse, thanks to a recent robotaxi win. But a closer look suggests its core business of building and selling EVs is only worth a fraction of its market cap. "Tesla is being viewed more and more on autonomy and energy," Jed Dorsheimer, group head of energy research at William Blair, told Yahoo Finance's Opening Bid. Dorsheimer, who evaluates Tesla through the lens of energy and infrastructure, pointed to a startling disconnect in the company's v ...
Ross Gerber Says, 'I'm Not A Fan Of Elon, But I'm Not Going To Deny The Fact He Builds Great Products'
Yahoo Finance· 2025-12-17 02:00
Ross Gerber seems to always speak his mind when it comes to Tesla (NASDAQ:TSLA) CEO Elon Musk. “I’m not a fan of Elon,” Gerber said during a recent episode of the “Chasing Finance” podcast. “But I’m not going to deny the fact he builds great products.” ‘He’s built some big companies and he’s succeeded,” Gerber added. “People are willing to pay a premium for this guy who works 24/7, who, you know, has built some great products.” Gerber Still Believes in Tesla’s Potential, But Not Blindly While the promin ...
Tesla engaged in deceptive marketing for Autopilot and Full Self-Driving, judge rules
TechCrunch· 2025-12-17 01:14
监管裁决与处罚 - 行政法官裁定特斯拉就其自动驾驶和全自动驾驶辅助软件的能力进行了欺骗性营销 给客户留下了错误印象[1] - 法官同意加州车管局请求 对特斯拉处以暂停销售30天的处罚 但车管局暂缓执行并给予特斯拉90天时间修改或删除欺骗性用语[2] - 法官还建议暂停特斯拉的制造许可证30天 但该命令同样被车管局暂缓执行[2] 案件背景与指控 - 加州车管局指控特斯拉让客户误以为其高级驾驶辅助系统具备高度自动驾驶能力 这导致了对系统的过度自信 并造成了数十起事故和多人死亡[4] - 特斯拉反驳称其营销属于受保护的言论[4] - 特斯拉此前已面临加州总检察长、美国司法部和证券交易委员会就类似误导性营销指控展开的多项调查 并已和解多起涉及自动驾驶技术事故的个人民事诉讼[3] 潜在业务影响 - 暂停在加州的销售即使只是暂时的 也可能对特斯拉业务产生重大影响 因为加州仍是该公司在美国的最大市场[5] - 暂停制造也可能损害特斯拉业务 尽管公司在得克萨斯州奥斯汀建立了大型工厂并将总部迁至该地 但其仍依赖加利福尼亚州弗里蒙特工厂生产数十万辆汽车 包括所有销往北美的Model 3轿车[5] 技术发展与背景 - 法官做出裁决之际 特斯拉正在奥斯汀推进其Robotaxi服务测试 过去六个月该公司一直在该市向客户提供乘车服务 但配有安全员在驾驶座或乘客座[6] - 上周末 公司从其在该市的小型车队中移除了安全员[6] - 首席执行官埃隆·马斯克表示 这些车辆运行的驾驶软件版本与汽车制造商客户车辆中的版本不同[6]
Tesla's Stock Drives Up to a Record High, After a Year-Long Wait
Investopedia· 2025-12-16 21:20
Key Takeaways Tesla's stock climbed to an all-time high Tuesday, setting its first record in a year, as investors buy into the electric vehicle maker's plans for autonomous driving, robotics, and AI.Tesla launched a pilot of its robotaxi program in Austin earlier this year, and analysts say improvements to its self-driving software could allow the program to expand quickly. Tesla's (TSLA) stock is powering up, notching its first record high in a year. The shares added about 3% Tuesday to finish near $4 ...
Tesla Rival Xpeng Receives Level 3 Autonomous Testing Permit Amid Planned Robotaxi Push: Report - XPeng (NYSE:XPEV)
Benzinga· 2025-12-16 10:08
公司动态:小鹏汽车获自动驾驶测试许可 - 中国新能源汽车制造商小鹏汽车已获得中国当局颁发的自动驾驶测试许可 这对其Robotaxi(自动驾驶出租车)雄心是一个重大推动 [1] - 具体而言 小鹏汽车获得了在广州市进行L3级自动驾驶汽车测试运营的许可 [2] - 公司计划在2026年推出3款Robotaxi车型 [4] - 公司还计划向全球商业合作伙伴开源其VLA 2.0模型 并启动生产名为IRON的人形机器人 该产品被视为特斯拉Optimus的竞争对手 [4] 行业监管与竞争格局 - 中国工业和信息化部向包括国有车企长安汽车和北汽旗下极狐在内的两家中国汽车制造商发放了有条件许可 允许其分别在重庆和北京进行L3级自动驾驶测试 [3] - 这表明中国监管机构正在逐步推进高级别自动驾驶技术的测试与应用 行业发展与里程碑 - 百度旗下的自动驾驶出行服务平台Apollo Go近期实现了每周Robotaxi订单量超过25万次的里程碑 [5] - 百度的自动驾驶技术已累计完成1.4亿英里的无人驾驶里程 [5] - 中国自动驾驶公司文远知行与优步合作 在迪拜的乌姆苏奎姆和朱美拉两个主要旅游区提供Robotaxi服务 [5]
Why this analyst is bearish on Tesla, despite the stock hitting an all-time high
Youtube· 2025-12-15 22:51
福特汽车(Ford)的资产减记与战略定位 - 福特汽车计提195亿美元资产减记 其中80亿美元与电动汽车投资相关[1][2] - 此次减记规模超出市场预期 但投资者已有所预料 被视为一次性出清不利因素[1][2] - 通用汽车在去年10月也曾计提16亿美元与电动汽车资产相关的减记[2] - 联邦电动汽车税收抵免政策在9月底结束 使得此类资产减记不可避免[2] - 福特当前美国产品线几乎全由卡车和SUV构成 仅保留福特野马一款非卡车/SUV车型[3] - 公司受益于较低的油气价格和下降的利率环境[4] - 与通用汽车相比 福特在电动汽车领域的押注相对较小 采取了电动汽车、混合动力车和内燃机汽车更平衡的战略[4] - 福特的混合动力车型表现非常成功 为乐观情绪提供了理由[5] - 尽管有乐观因素 但分析师给予“持有”评级 认为近期大涨后风险回报已趋于平衡 12个月目标价为15美元[5] - 福特股票提供不错的股息收益率 但分析师更看好通用汽车 认为后者风险回报更佳且近几年从竞争对手处获得了大量市场份额[6] 特斯拉(Tesla)的股价表现与业务进展 - 特斯拉股价创下历史收盘新高 盘中短暂触及纪录高点[6][14][18] - 股价上涨源于其机器人出租车业务取得积极进展[15] - 周末有视频显示 特斯拉在得克萨斯州奥斯汀测试了无安全员的机器人出租车 公司AI负责人和马斯克均予以确认[15][16] - 移除安全员是迈向完全无人监督机器人出租车服务的关键一步[16] - 分析师评论称 2026年对特斯拉和马斯克将是重要一年 标志着自动驾驶和机器人技术新篇章的开启[17] - 预计机器人出租车服务将在美国加速推出 专为无人驾驶设计的Cybercab将于4月或5月左右开始量产[17] - 公司已将其机器人出租车服务从奥斯汀扩展至湾区 并计划进入内华达州和凤凰城[20] - 有测试过新版FSD的记者表示其取得了显著进步 运行更平稳、操作更佳[21] - 自4月初的低点以来 特斯拉股价涨幅超过100%[12] - 此轮上涨始于马斯克宣布离开狗狗币的消息 更多由市场情绪驱动[12] - 投资者着眼于公司长期前景 关注其在人工智能、机器人、能源存储和自动驾驶等未来产业的布局 并给予其渡过短期逆境的宽容[13] 特斯拉(Tesla)面临的挑战与估值担忧 - 分析师对特斯拉能否快速将业务扩张至其他市场持怀疑态度[7] - 其全自动驾驶技术仍存在大量问题 且伴随重大的责任风险[8] - 马斯克此前关于快速扩张至其他市场的言论在過去约6个月内并未完全实现[8] - 该公司股价今年波动剧烈 在第一季度大幅抛售后于4月触底 随后反弹至一年前水平[8] - 在近期大涨后 分析师认为其风险回报并不吸引人[9] - 基于对公司2027年的盈利预测 该股交易市盈率超过175倍 估值充分[10] - 该估值远高于特斯拉过去五年约112倍的远期市盈率[10] - 市场对2026和2027年的普遍盈利预期仍然过高[11] - 电动汽车销售最糟糕的跌势尚未完全显现 预计第四季度财报将首次完整反映美国市场失去电动汽车税收抵贴后的影响[11] - 特斯拉近几个月国内销量已大幅下滑 这一情况将在1月初更加明显[11] - 公司今年前三季度盈利同比下滑31% 短期基本面与股价表现存在脱节 这促使分析师在9月给出了“卖出”评级[14]
The Big 3: BA, NOW, UBER
Youtube· 2025-12-15 18:00
It's time now for the big three. Three stocks, three charts, and three trades. Rick Ducat will take us through the charts. And here to take us through the trades is Scott Bower, the CEO of Prosper Trading Academy.Great to have you both with us. Scott, I'd love to start with a big picture thought on this market action that we're seeing to start the week. As I'm checking the board, we are still entirely in the red.>> Yeah. And you know, you guys were just discussing all of the eco data coming out and there's ...