10/02/2024, 04:14 PM UTC
特斯拉：在机器人出租车事件前强烈买入（评级上调）Tesla: Strong Buy Before Robotaxi Event (Rating Upgrade)
1、特斯拉本月面临重大催化剂，包括2024年10月10日的机器人出租车事件以及不久后的第三季度财报发布；2、机器人出租车事件可能将投资者的关注点转向特斯拉的自动驾驶汽车潜力，带来新的收入来源并提升投资故事；3、尽管电动汽车增长放缓和市场竞争加剧，特斯拉的高毛利率和自动驾驶汽车市场的潜力依然强劲。1. Tesla faces significant catalysts this month, including the robotaxi event on October 10, 2024, and Q3 earnings release shortly after; 2. The robotaxi event could shift investor focus to Tesla's autonomous vehicle potential, offering a new revenue stream and boosting the investment narrative; 3. Despite slowing EV growth and increased competition, Tesla's high gross margins and potential in the autonomous vehicle market remain strong.
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