分析师表示，到 2027 年，特斯拉股价可能飙升 1,030% 至 2,000 美元

作者: EVANNEX

本文由 EVANNEX提供给我们，该公司生产和销售售后市场特斯拉配件。其中表达的观点不一定是我们 InsideEVs的观点，EVANNEX 也没有支付我们发表这些文章的费用。我们发现该公司作为特斯拉配件售后市场供应商的观点很有趣，并乐于免费分享其内容。

 Peter McGuthrie于 2023 年 5 月 25 日在 EVANNEX 上发表

许多 特斯拉投资者 认为，这家汽车制造商的自主未来可能会产生可观的收入。一位分析师最近预测，特斯拉的股票将在未来几年通过公司的机器人计程车货币化飙升，最近几周甚至得到了首席执行官埃隆马斯克的赞许。

上图：特斯拉 Model 3（图片来源：Casey Murphy /  EVANNEX）。

据 The Motley Fool 称，Ark Invest 负责人 Cathie Wood 表示，她预计到 2027 年特斯拉的股价将上涨 1,030% 至 2,000 美元，其中大部分归因于这家汽车制造商未来的机器人出租车 业务。在特斯拉最近的股东大会上，马斯克还表示，伍德的估值模型是迄今为止对 robotaxis 最好的分析。

马斯克表示，robotaxis 的估值将使特斯拉能够以软件利润率销售汽车，而不是以汽车制造商在汽车行业本已很高的利润率销售汽车。由于特斯拉的所有车辆都配备了使用公司全自动驾驶的硬件，因此车主和公司本身都可以让汽车在不使用时驾驶他人并产生收入。

马斯克预测 FSD 会及时产生“机器人出租车收入的两到三倍的原始价值或汽车销售价值”。

目前，特斯拉的市值接近 5700 亿美元，使该公司的市值相当于接下来五家最有价值汽车制造商的总和。 这家汽车制造商在电动汽车市场占据主导地位， 3 月份占据了所有电动汽车销量的 24% 左右的市场份额 。在特斯拉之后，紧随其后的竞争对手仅占 BEV 市场份额的 15%。

特斯拉还准备在墨西哥建立一个新的超级工厂，该工厂将生产比现有汽车更实惠的大众市场汽车，还将包括 FSD 的产能。在自动驾驶领域，特斯拉远远领先于竞争对手，配备 Autopilot 和 FSD 的车辆数量远远超过任何其他公司。FSD beta 测试人员还提供了大量数据来帮助教授汽车制造商的 AI，而其向大众市场车辆的转变只会继续增加使用这些系统的汽车数量。

Ark Invest 及其 2027 估值模型详细说明了三种不同的潜在结果。在熊市情况下，该公司预计特斯拉将在同年达到每股 1,400 美元，而在牛市情况下，该公司预计该股将达到 2,500 美元。其中期结果预测特斯拉将达到每股 2,000 美元，到 2027 年带来高达 1.02 万亿美元的收入，其中约 44% 来自其机器人出租车业务。

目前尚不清楚特斯拉何时会为其车辆推出网约车计划，而且可以肯定的是，FSD 测试版在达到更高的自主水平之前还有很长的路要走。尽管如此，伍德认为，到 2027 年，特斯拉可以从机器人出租车和叫车服务中获得 4 万亿美元的收入，到 2030 年将达到 9 万亿美元。

在撰写本文时，特斯拉的股票交易价格为 179.99 美元（- 0.15 美元），在盘后交易中下跌 0.08%。

资料来源：  The Motley Fool

原文
Tesla Stock Could Surge 1,030% To $2,000 By 2027, Says Analyst

Tesla aims to launch a ride-hailing business with the help of its vision and AI-based Full Self-Driving technology.

May 25, 2023 at 8:49am ET

By: EVANNEX

This article comes to us courtesy of EVANNEX, which makes and sells aftermarket Tesla accessories. The opinions expressed therein are not necessarily our own at InsideEVs, nor have we been paid by EVANNEX to publish these articles. We find the company's perspective as an aftermarket supplier of Tesla accessories interesting and are happy to share its content free of charge. Enjoy!

Posted on EVANNEX on May 25, 2023, by Peter McGuthrie

Many Tesla investors think that the automaker’s future of autonomy could generate significant revenue. One analyst recently predicted that Tesla’s stock will surge in the coming years through the company’s monetization of robotaxis, and the take even got the thumbs up from CEO Elon Musk in recent weeks.

Above: A Tesla Model 3 (Image: Casey Murphy / EVANNEX).

Ark Invest head Cathie Wood says she expects Tesla’s stock to jump 1,030 percent to $2,000 by 2027, much of which she attributes to the automaker’s future robotaxi business, according to The Motley Fool. During Tesla’s recent shareholder meeting, Musk also said that Wood’s valuation model was the best analysis of robotaxis yet.

Musk says the valuation of robotaxis would let Tesla sell cars at software margins, instead of the vehicles selling at the automaker’s already-high margins for the auto industry. Since all of Tesla’s vehicles are equipped with the hardware to use the company’s Full Self-Driving, the thought is that both vehicle owners and the company itself will be able to let the cars drive others and generate revenue while not in use.

In time, Musk predicts FSD to generate "two or three times the original value, or sale value of the car, in robotaxi revenue."

Currently, Tesla’s market capitalization sits at almost $570 billion, making the company worth as much as the next five most-valuable automakers combined. The automaker dominates the electric vehicle market, having held around a 24-percent market share of all battery-electric vehicle sales in March. Behind Tesla, the next closest competitor holds just 15 percent of the BEV market share.

Tesla is also preparing to build a new Gigafactory in Mexico, which is set to build a mass-market vehicle that’s more affordable than its current cars and will also include the capacity for FSD. In the field of autonomy, Tesla is far ahead of competitors with significantly more Autopilot- and FSD-equipped vehicles than any other company. FSD beta testers also provide a significant amount of data to help teach the automaker’s AI, and its move toward a mass-market vehicle could only continue to increase the number of cars using these systems.

Three different potential outcomes have been detailed by Ark Invest with its 2027 valuation model. In a bear case, the firm expects Tesla to reach $1,400 per share by the same year, while it expects the stock to reach $2,500 in a bull case. Its intermediate outcome predicts Tesla to reach $2,000 per share, bringing in as much as $1.02 trillion in revenue by 2027, with about 44 percent of that coming from its robotaxi business.

It’s not yet clear when Tesla will launch a ride-hailing program for its vehicles, and to be sure, the FSD beta still has a long way to go before reaching higher levels of autonomy. Still, Wood thinks Tesla could generate $4 trillion in revenue from robotaxis and a ride-hailing service by 2027, and as much as $9 trillion by 2030.

At the time of writing, Tesla’s stock is trading for $179.99 (-$0.15), down 0.08 percent in after-hours trading.

Source: The Motley Fool

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Source: EVANNEX

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