Parkev Tatevosian, CFA 对 $RIVN 的判断变化

2026-09-18看跌
《Down 86%, Is if Finally Time to Buy Rivian Stock? | RIVN Stock Analysis》
RIVN 目前估值偏高,需等待股价回落 10-20% 才会上调至买入评级。

Rivian的管理层告诉投资者,到2026年底,他们将能够提供点对点的自动驾驶能力。因此,如果Rivian能够开发并提供这项技术,它可能成为一个有趣的卖点,既能提升汽车销量,也能带来高利润率收入;该项目并不包含与每一美元额外收入相关的大额销售成本。

Rivian's management team told investors that by the end of 2026 they would be able to provide point-to-point autonomous driving capabilities. Therefore, if Rivian manages to develop and offer this technology, it could be an interesting selling point that increases car sales, as well as high-margin revenues; The program does not include a large cost of goods sold associated with each additional dollar.