TSLA 发布AI Roadmap! FSD进展如何? Snowflake财报分析!【美股分析】

Summary

In this video, host Lao Tang discusses Tesla's recently released AI Roadmap, detailing advancements in Full Self-Driving (FSD) capabilities, including the v12.5.2 update and the 'Actually Smart Summon' feature. Despite delays, the roadmap signals Tesla's commitment to AI. Lao Tang also addresses Snowflake's financial report, highlighting a dip in stock prices due to data breaches and Warren Buffett's sell-off, suggesting a wait-and-see approach for investors. The video concludes with an update on Lao Tang's public investment accounts and an invitation to join his membership for more in-depth stock insights.

Takeaways

• 🚀 Tesla's AI roadmap was released, detailing advancements in Full Self-Driving (FSD) capabilities, including improved reliability and new features like 'Actually Smart Summon'.
• 📉 Tesla's stock price was affected by the AI roadmap release and the delay in the FSD launch timeline, despite the company's ongoing business model transformation.
• 🔄 Tesla's AI roadmap is segmented into phases: September 2024 with v12.5.2 FSD release, October 2024 with FSD V13, and Q1 2025 for the European and Chinese FSD launch.
• 🤖 The AI3 computer and unified model supporting both AI3 and AI4 hardware platforms indicate Tesla's focus on software and hardware integration for autonomous driving.
• 🛑 Tesla's 'Actually Smart Summon' (ASS) and 'Dumb Summon' features enhance vehicle control and positioning, reflecting the company's commitment to improving user experience.
• 🚗 The Cybertruck is set to receive its first FSD feature, Autopark, in September 2024, showcasing Tesla's dedication to expanding its autonomous vehicle offerings.
• 📈 Snowflake's Q2 revenue exceeded expectations, but the stock price continued to decline due to various challenges, including data breaches and investor sentiment.
• 💼 The departure of Snowflake's CEO and the清仓 of shares by Warren Buffett have raised concerns among investors, impacting the company's market perception.
• 📊 Snowflake's financial performance, including revenue growth and EPS, is overshadowed by operational challenges and a slowdown in growth, contributing to the stock's underperformance.
• 💡 The presenter suggests a cautious approach towards investing in Tesla and Snowflake, recommending to wait for better entry points or signs of stability before considering new investments.

Q & A

What is the significance of Tesla's AI Roadmap for investors?

Tesla's AI Roadmap is significant for investors as it provides a clear timeline and expectations for the development and deployment of Full Self-Driving (FSD) capabilities, which are crucial for Tesla's future growth and market perception.

What changes did Tesla announce for its FSD in September 2024?

In September 2024, Tesla announced the release of v12.5.2 version of FSD, which improves the vehicle's autonomous driving distance by about 3 times, operates on AI3 computers with a unified model compatible with AI3 and AI4, and introduced 'Actually Smart Summon' and 'Dumb Summon' features.

How does the 'Actually Smart Summon' feature work?

The 'Actually Smart Summon' feature allows Tesla vehicle owners to summon their cars from parking spots to a specific nearby location, enabling a scenario where the car comes to pick up the owner right outside a store.

What is the difference between 'Actually Smart Summon' and 'Dumb Summon'?

The 'Actually Smart Summon' feature allows for the vehicle to be summoned to a specific location with more advanced autonomous capabilities, while 'Dumb Summon' is a more basic feature that allows the vehicle to be controlled to move forward or backward for minor adjustments in position.

What is the anticipated impact of Tesla's FSD V13 version on the driving experience?

The FSD V13 version is expected to significantly enhance the driving experience by adding functionalities like parking, unparking, and reversing, and by increasing the distance between necessary interventions by about 6 times.

Why did the speaker suggest not to chase Tesla's stock after the AI Roadmap announcement?

The speaker suggested not to chase Tesla's stock after the AI Roadmap announcement because the stock price increase was driven by market speculation, and such increases can be volatile and prone to reversal, as seen with the subsequent drop in Tesla's stock price.

What recent incident involving Snowflake raised concerns among investors?

Snowflake faced a data breach incident in May where customer data was stolen, including sensitive information from companies like Live Nation and AT&T, due to inadequate security settings and lack of multi-factor authentication.

How did Warren Buffett's actions affect Snowflake's stock?

Warren Buffett清仓了Snowflake的股票，这发生在一些不利事件之后，这可能会损害股票的情绪面，因为许多投资者是因为巴菲特而买入Snowflake的，他的清仓可能会让投资者怀疑Snowflake的基本面是否变差了。

What is the speaker's strategy for investing in Snowflake given its recent performance?

The speaker suggests waiting for Snowflake to stabilize before considering an investment, as the stock has been volatile and influenced by multiple negative events, making it a risky 'falling knife' to catch.

What is the speaker's approach to managing his investment accounts during market downturns?

The speaker's approach is to continue with regular investments like his M1 account and wait for key support levels in the market, such as the 200-day or 250-day moving averages, to make additional investments or increase positions.

What is the benefit of using Interactive Brokers (IBKR) as mentioned in the script?

Interactive Brokers (IBKR) offers the benefit of earning a high interest rate on cash, trading fractional shares, and setting up automatic investments, which can make investing more flexible and easier for both U.S. and international clients.