Analysis of Tesla's Stock Plunge and BYD's Autonomous Driving Technology Announcement
Tesla Stock Plunge and Cause Analysis
- Tesla's stock dropped by 6.34%, recording $328.5
- Total decline of 16% over the last 5 days
- Only Tesla plummeted, with no significant changes in the overall tech stock market
- Investor anxiety intensified due to increased stock volatility of Tesla
- Currently recording MDD (Maximum Drawdown) of -32.76%
- A 48.7% increase is needed to reach the previous high ($488)
BYD's Autonomous Driving Technology Announcement
- BYD held a large-scale announcement related to autonomous driving technology
- Presentation format similar to Tesla's AI Day
- Claimed that China should create a new standard for autonomous driving technology
BYD's Autonomous Driving System "God's Eye"
- Provides high-level recognition through 3 cameras inside the vehicle
- Evaluated at autonomous driving levels 2-3
- Includes automatic parking, automatic braking, and remote parking functions
- Basically camera-based, but LiDAR sensors are added to high-end models
BYD's Deep Learning-Based Autonomous Driving "Deep Seek"
- Applied artificial neural network technology
- Declared the development of autonomous driving technology based on machine learning
- Selected an approach similar to Tesla's neural network learning method
- Collecting 72 million km of data per day, aiming to collect 150 million km of data by 2025
BYD vs. Tesla Autonomous Driving Comparison
Tesla's Autonomous Driving
- Camera-based Full Self-Driving (FSD) system
- Utilizing a vast autonomous driving dataset
- Continuous performance improvement through neural network learning
- High price (FSD option requires separate purchase)
- Commercialization issues in countries outside North America (approval delayed in China)
BYD's Autonomous Driving
- LiDAR sensors included only in some high-end vehicles
- Autonomous driving features are basically provided free of charge
- High possibility of rapid spread within China
- Lack of data center infrastructure and reliability issues exist
- Uncertainty in expanding to overseas markets outside of China
Tesla's Autonomous Driving Global Expansion
- FSD expansion to Mexico, Puerto Rico, Canada, and the United States
- Plans for entering Europe and Asia are unclear
- Robo Taxi business to be announced in June
- Franz (Tesla designer) directly mentioned the release of Robo Taxi
Tesla Stock Outlook and Investment Strategy
- There was strong buying sentiment when the stock was $488, but investment sentiment has weakened as it has fallen below $350
- Historically, Tesla's stock has been highly volatile, and long-term investors do not need to be overly concerned about short-term fluctuations
- The Robo Taxi announcement in June and future autonomous driving expansion are major variables in the stock price recovery
< Summary >
Tesla's stock has plummeted for 5 consecutive days, recording a total decline of 16%. The direct cause of this decline is concern over intensified competition due to BYD's announcement of autonomous driving technology.
BYD announced the "God's Eye" and deep learning-based "Deep Seek" systems, declaring that they would catch up with Tesla's autonomous driving technology.
BYD's autonomous driving has the advantage of free provision and rapid expansion, but the lack of data center and reliability issues are cited as disadvantages.
On the other hand, Tesla has an overwhelming data advantage in the autonomous driving market and is preparing to announce Robo Taxi in June, so future prospects are attracting attention.
Tesla's stock is showing great volatility, but in the long term, investors need to stand back and avoid being swayed by noise.
[More…]
Tesla Autonomous Driving Latest Technology Analysis
➡️ https://nextgeninsight.net/?s=%ED%85%8C%EC%8A%AC%EB%9D%BC
BYD's Future Automotive Strategy and Global Market Outlook
➡️ https://nextgeninsight.net/?s=BYD
*YouTube Source: [오늘의 테슬라 뉴스]
– BYD 자율주행 무료선언! 테슬라 어쩌나? BYD 행사 발표 내용 정리 ‘신의 눈?’ 테슬라 BYD 자율주행 경쟁의 승자는?
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