展开全文 Musk last month told CNBC Tesla’s robotaxi service will start with about 10 Model Y vehicles in Austin, and these vehicles will be equipped with a forthcoming version of FSD, or full self-driving, known as FSD Unsupervised. Tesla will soon expand the service to thousands of vehicle should the launch in Austin go well with no incidents. Musk at that time confirmed robotaxis service will hit the streets of Austin by the end of June. Tesla stocks on Tuesday were weighed by a negative note released by Wells Fargo, one of the Wall Street’s biggest bears. Colin Langan, a senior equity analyst at Wells Fargo Securities, in the report believed Tesla’s fundamentals are going to turn worse than expected. The analyst expected Tesla’s deliveries for the second quarter of this year to tumble 21% year-over-year (YoY) to 343,000 units. The estimated volume was around 17% below Wall Street consensus. “We recently flagged Q2 deliveries aren’t showing signs of recovery,” said Langan. Tesla has released the worst quarterly performance by delivery in almost three years. The company delivered 336,681 EVs for the first quarter of the year, hitting the lowest deliveries since the second quarter of 2022. That represented a 13% YoY decline. Analyst previously expected Tesla’s deliveries would be between 360,000 and 370,000 units, according to StreetAccount. “New Model Y appears weak given inventory building & promotions. There is also no update on the affordable model, the only driver of 2H [second half of the year] volumes,” Langan wrote in a note on Tuesday. “Order px [pricing] is ~stable, though financing promos & inventory discounts continue. We expect lower margin q/q [quarter-over-quarter] due to px.”返回搜狐，查看更多