RBC Capital values Tesla FSD above its car business

來源: Hongmei20 於 2024-04-03 11:57:21 [] [舊帖] [給我悄悄話] 本文已被閱讀： 次 (1474 bytes)

RBC Capital values Tesla’s progress in autonomy—or Full Self-Driving (FSD)—above the company’s car business. RBC Capital believes that Tesla’s one-month free FSD trial might be a catalyst in Q2 2024. 

“Worst case [Tesla FSD] brings folks into the showroom, and best case, it increased the FSD attach rate and possibly increases 3/Y deliveries,” wrote RBC Capital analyst Tom Narayan.

“We also value autonomy above the car business and think that the FSD free trial could potentially be more important for the Tesla investment thesis longer term than Q1’s delivery miss.”

所有跟帖： 

• UberEats跟Waymo合作food delivery在某些城市. Tesla FSD 差遠了。 -playForever- ♂ 給 playForever 發送悄悄話 playForever 的博客首頁 (0 bytes) () 04/03/2024 postreply 13:14:57

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