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2021-08-19
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Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>
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Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说,有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而,周四晚上,当特斯拉(股票代码:TSLA)举办人工智能日时,投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解,人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是,该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表,说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过,Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位,”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用,它结合了自适应巡航和车道保持辅助等功能,使汽车能够自己做很多事情。然而,使用2级系统,驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示:“5级自治并不是一件容易的事。”技术需要解决许多独特的情况,例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观,并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外,该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先,特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务,按月订阅。这对于汽车行业来说是新鲜事,并为任何拥有必要技术的人开辟了经常性收入来源。然而,对于投资者来说,向其他汽车公司出售硬件和软件将是新鲜事,也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械,”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%,部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势,但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示:“鉴于本周[NHTSA]的调查,周四成为一个更加重要的事件。”“对于特斯拉[股票]来说,本周又是艰难的一周,华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入,并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴,投资者应该预料到波动性。2020年9月电池技术活动后的第二天,特斯拉股价下跌10%。股价花了大约7个交易日才恢复,从电池事件到年底,特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%,落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来,特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%,至665.71美元,但周三上涨3.5%,至688.99美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说,有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而,周四晚上,当特斯拉(股票代码:TSLA)举办人工智能日时,投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解,人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是,该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表,说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过,Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位,”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用,它结合了自适应巡航和车道保持辅助等功能,使汽车能够自己做很多事情。然而,使用2级系统,驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示:“5级自治并不是一件容易的事。”技术需要解决许多独特的情况,例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观,并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外,该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先,特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务,按月订阅。这对于汽车行业来说是新鲜事,并为任何拥有必要技术的人开辟了经常性收入来源。然而,对于投资者来说,向其他汽车公司出售硬件和软件将是新鲜事,也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械,”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%,部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势,但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示:“鉴于本周[NHTSA]的调查,周四成为一个更加重要的事件。”“对于特斯拉[股票]来说,本周又是艰难的一周,华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入,并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴,投资者应该预料到波动性。2020年9月电池技术活动后的第二天,特斯拉股价下跌10%。股价花了大约7个交易日才恢复,从电池事件到年底,特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%,落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来,特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%,至665.71美元,但周三上涨3.5%,至688.99美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":457,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/831782522"}
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