Parkev Tatevosian, CFA 对 $GOOGL 的判断变化

2026-09-03看涨
Does Tesla or Alphabet Have the Winning Approach to Driverless Car Technology? | TSLA, GOOG
Alphabet凭借现有用户基础拥有获客成本优势,且其估值倍数低于特斯拉。

那么,让我们来看看Waymo与特斯拉之间这场争端的细节,以及它最终对Alphabet和特斯拉股票投资者意味着什么。

So, let's take a look at the details of this Waymo-Tesla dispute, and what it ultimately means for Alphabet and Tesla stock investors.

然而,Waymo周二还宣布了三个新市场,扩大了其机器人出租车网络,为美国十几个城市的客户提供服务。因此,与特斯拉相比,Waymo在测试车辆数量和提供的出行次数方面明显领先。

However, Waymo also announced three new markets on Tuesday, expanding its robotic taxi network serving customers in more than a dozen U.S. cities. So, Waymo is significantly ahead in terms of the number of vehicles it tests and the number of trips it provides compared to Tesla.