[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3f8c6dfa":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio3f8c6dfa","大摩：特斯拉(TSLA)“飞轮效应”即将启动-无人驾驶出租车将是下一个核心增长极","\u002Fdoc\u002Fdcio3f8c6dfa","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，摩根士丹利发表研报表示，特斯拉(TSLA)若成功落地无人驾驶出租车业务，将是一个被市场低估的重要增长催化剂。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师Andrew Percoco表示，该行对特斯拉无人驾驶出租车及Cybercab无人驾驶车型的生产持乐观态度，认为该业务有望在特斯拉生态体系内形成强劲的“飞轮效应”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Percoco指出“无人驾驶出租车每增加一英里的无监督行驶里程，都能持续优化其底层的自动驾驶模型，从而加速实现个人车辆的无监督全自动驾驶。这一进步将推动FSD套件的渗透率提升，进而提振汽车需求并增强现金流生成能力。在当前资本支出上升和短期内现金消耗的背景下，个人FSD技术的突破将成为重振汽车销量与利润率的关键杠杆，为特斯拉在物理人工智能领域的长期布局提供资金支持。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管特斯拉在奥斯汀的落地进程刻意保持谨慎，但此举有助于公司打磨推广策略，为今年上半年计划新增的7座城市快速规模化奠定基础。特斯拉预计，在新城市上线后，车辆从有人监管到完全无人驾驶的过渡时间将大幅缩短。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尤为关键的是，摩根士丹利分析师团队认为，凭借整车制造与车队运营(含服务、整备、充电、保险等环节)的垂直整合优势，特斯拉无人驾驶出租车在成本结构上具备结构性优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Percoco强调“以Model Y为例，我们测算其综合成本约为每英里0.81美元(不含过路费)，而网约车行业约为每英里1.71美元，Waymo则约为每英里1.43美元。随着Cybercab无人驾驶车型量产上量，预计到2035年，每英里成本有望进一步降至0.37美元。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]