- "로보택시 실망" 테슬라 주가 장중 8%↓…우버·리프트는 10%↑
- 월가서 부정적인 평가 쏟아져…"AI 기술 내용 없고 양산 시점도 회의적" '경쟁 예상' 승차 공유 플랫폼 반사이익…우버 주가, 사상 최고치 임미나 특파원 = 미국 전기차업체 테슬라의 로보(무인)택시 공개 행사가 투자
Photo: Tesla Homepage
Yesterday morning, our time, Tesla held an unveiling event for its robotaxi and robovan (bus?).
Market assessments indicated that the event didn't reveal anything beyond expectations, but I think everyone watching still thought, ‘Wow... it looks amazing.’
The bold decision to eliminate the steering wheel and pedals from the initial model was somewhat unexpected, but it seems consistent with Tesla's goal of fully autonomous driving.
Still, the unveiled vehicles look amazing, don't they..? ㅎ
Tesla's stock price plummeted by over 8% yesterday due to disappointment over the robotaxi unveiling event.
This was likely due to the announcement that mass production for commercialization is expected around 2026-2027, a fairly distant future. This is probably because the projected timeline is a target, and people generally expect the actual commercial production to be pushed back even further.
However, it's unlikely that technical issues will cause delays. As many suggest, the biggest obstacle for robotaxis will likely be legal issues, such as government regulations and insurance coverage. Resistance from existing taxi drivers should also be considered.
While Musk's personal political leanings during the current US presidential election are unknown, as CEO of Tesla, a company transforming from an electric vehicle company into a robotics and AI company, he seems to be strongly supporting Trump.
To overcome the biggest hurdle for robotaxis—regulation—he seems to be doing what a CEO of a large corporation has to do, regardless of personal preference.
- 트럼프 옆에 선 머스크‥처음 찬조연설 나서
- 미국 공화당 대선 후보인 도널드 트럼프 전 대통령이 현지시간 5일, 총격을 당했던 펜실베이니아주 버틀러에서 다시 유세에 나선 가운데 일론 머스크 테슬라 최고경영자가 찬조 연설에 나서 눈길을 끌었습니다. 트럼프 전 대
Technical problems will eventually be solved with time. However, given that issues beyond the technology itself remain unresolved, the initial unveiling of the robotaxi might have been overly optimistic in expecting an immediate surge in Tesla's stock price.
As mentioned, with multiple resistance points, the stock price, which touched a certain level in early October, seemed unlikely to break through without significant positive news.
Even if Tesla's stock price falls further, if it can hold above the support line around the mid-$150 range and rebound...
and successfully attempts to break through the previously stalled resistance, it might eventually succeed after some back-and-forth for a month or two.
This assumes that Musk can effectively address and resolve the legal obstacles hindering robotaxis, albeit with some delay.
Seeing the robovan at the event, I thought that even if it were only initially used for late-night bus routes in Seoul, it would be a hit with heavy drinkers who often spend a lot on late-night taxis. ㅋ
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