<p>从表面上看，<strong>Lucid Group</strong>（LCID -3.11%）与其他电动车（EV）股票相比显得昂贵。当前股价为销售额的 6.3 倍。竞争对手 <strong>Rivian Automotive</strong> 的股价仅为销售额的 2.5 倍。</p>
<p>认为 Lucid 的股票太贵？再想想。一位知名投资者刚刚做出了一个预测，这可能在未来十年及更长时间内为 Lucid 的股东创造巨大的价值。</p>
<h2>Lucid Group 应该从这个 10 万亿美元的机会中受益</h2>
<p>今年早些时候，知名投资者 Cathie Wood 做出了一个大胆的预测。她认为，全球机器人出租车行业最终可能价值高达 10 万亿美元。&#34;我们认为，全球几乎没有的自主出租车机会的价值在 8 万亿到 10 万亿美元之间，&#34;她在三月份对投资者表示。&#34;这就是人工智能将迅速促成这些事情发生的方式。&#34;</p>
<p>上个月与 <strong>Uber Technologies</strong> 和 Nuro 的合作协议使 Lucid 进入了这个机会的竞争中。Lucid 将向 Uber 提供 20,000 辆 Gravity SUV，以帮助启动一个新的机器人出租车部门，使用 Nuro 来驾驶车辆，Uber 来管理客户。Lucid 长期以来一直强调其技术堆栈而非制造业务，认为该公司应被视为一家科技股，而不是传统汽车制造商。Uber 决定与该公司合作，参与其迄今为止最具技术密集型的项目，为这一愿景增添了巨大的信心。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAzODkvZ2V0dHlpbWFnZXMtMTMyOTUwMzU4NS0xMjAweDY3NS0xMjg1NTRlLTEuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAzODkvZ2V0dHlpbWFnZXMtMTMyOTUwMzU4NS0xMjAweDY3NS0xMjg1NTRlLTEuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>&#34;整个行业一直在努力从仅仅依赖硬件和制造——这需要大量规模来降低成本——转向增加更多软件和服务，&#34;风险投资家 Laurie Yoler 本月对麦肯锡公司表示。Lucid 是这一行业转型的证明，与 Uber 和 Nuro 的交易表明它在某些竞争对手之前取得了先机。它不仅能够大规模生产机器人出租车运营商所需的车辆，而且这些车辆也为未来软件主导的使用场景做好了准备。</p>
<p>是的，Lucid 的股票比 Rivian 等同行更贵。但它在机器人出租车行业的早期成功强烈支持了其溢价估值。</p>

LCID

<p>Lucid Group（LCID）的市销率为 6.3 倍，相较于 Rivian 的 2.5 倍显得昂贵。然而，投资者 Cathie Wood 预测全球机器人出租车行业可能达到 10 万亿美元，这将通过与 Uber 和 Nuro 的合作为 Lucid 带来好处，后者将为新的机器人出租车部门提供 20,000 辆 Gravity SUV。这一合作突显了 Lucid 对技术的重视，而非传统制造，暗示其高估值是合理的，因为其在不断发展的机器人出租车市场中的潜力</p>

<p>On paper, <strong>Lucid Group</strong>(LCID -3.11%) looks expensive compared to other electric vehicle (EV) stocks. Shares currently trade at 6.3 times sales. <strong>Rivian Automotive</strong>, a competitor, trades at just 2.5 times sales.</p>
<div class="lb-trans"><p>从表面上看，<strong>Lucid Group</strong>（LCID -3.11%）与其他电动车（EV）股票相比显得昂贵。当前股价为销售额的 6.3 倍。竞争对手 <strong>Rivian Automotive</strong> 的股价仅为销售额的 2.5 倍。</p>
</div><p>Think Lucid shares are too expensive? Think again. One well-known investor just made a prediction that could create massive value for Lucid shareholders over the next decade and beyond.</p>
<div class="lb-trans"><p>认为 Lucid 的股票太贵？再想想。一位知名投资者刚刚做出了一个预测，这可能在未来十年及更长时间内为 Lucid 的股东创造巨大的价值。</p>
</div><h2>Lucid Group should benefit from this $10 trillion opportunity</h2>
<div class="lb-trans"><h2>Lucid Group 应该从这个 10 万亿美元的机会中受益</h2>
</div><p>Earlier this year, well-known investor Cathie Wood made a bold prediction. The global robotaxi industry, she believes, could eventually be worth up to $10 trillion. &#34;We think $8 trillion to $10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing,&#34; she told investors in March. &#34;That's how quickly AI is going to cause these things to happen.&#34;</p>
<div class="lb-trans"><p>今年早些时候，知名投资者 Cathie Wood 做出了一个大胆的预测。她认为，全球机器人出租车行业最终可能价值高达 10 万亿美元。&#34;我们认为，全球几乎没有的自主出租车机会的价值在 8 万亿到 10 万亿美元之间，&#34;她在三月份对投资者表示。&#34;这就是人工智能将迅速促成这些事情发生的方式。&#34;</p>
</div><p>Last month's partnership deal with <strong>Uber Technologies</strong> and Nuro put Lucid in the race for this opportunity. Lucid will supply Uber with 20,000 of its Gravity SUVs to help start up a new robotaxi division, using Nuro to drive the vehicles and Uber to manage the customers. Lucid has long promoted its technology stack over its manufacturing business, arguing that the company should be viewed more as a tech stock than a conventional carmaker. Uber deciding to partner with the company on arguably its most technologically intensive venture yet adds a huge vote of confidence to that vision.</p>
<div class="lb-trans"><p>上个月与 <strong>Uber Technologies</strong> 和 Nuro 的合作协议使 Lucid 进入了这个机会的竞争中。Lucid 将向 Uber 提供 20,000 辆 Gravity SUV，以帮助启动一个新的机器人出租车部门，使用 Nuro 来驾驶车辆，Uber 来管理客户。Lucid 长期以来一直强调其技术堆栈而非制造业务，认为该公司应被视为一家科技股，而不是传统汽车制造商。Uber 决定与该公司合作，参与其迄今为止最具技术密集型的项目，为这一愿景增添了巨大的信心。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAzODkvZ2V0dHlpbWFnZXMtMTMyOTUwMzU4NS0xMjAweDY3NS0xMjg1NTRlLTEuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F830389%2Fgettyimages-1329503585-1200x675-128554e-1.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>&#34;The whole industry has tried to move from just hardware and manufacturing -- which requires a lot of scale to get costs down -- to adding more software and services,&#34; venture capitalist Laurie Yoler told McKinsey &amp; Co., this month. Lucid is proof of this industrywide pivot, and the deal with Uber and Nuro suggests it's getting a jump on some of the competition. Not only can it produce vehicles that robotaxi operators want at scale, but these vehicles are also ready for the software-dominant use cases the future will demand.</p>
<div class="lb-trans"><p>&#34;整个行业一直在努力从仅仅依赖硬件和制造——这需要大量规模来降低成本——转向增加更多软件和服务，&#34;风险投资家 Laurie Yoler 本月对麦肯锡公司表示。Lucid 是这一行业转型的证明，与 Uber 和 Nuro 的交易表明它在某些竞争对手之前取得了先机。它不仅能够大规模生产机器人出租车运营商所需的车辆，而且这些车辆也为未来软件主导的使用场景做好了准备。</p>
</div><p>Yes, Lucid stock is more expensive than peers like Rivian. But its early success in the robotaxi industry strongly supports a premium valuation.</p>
<div class="lb-trans"><p>是的，Lucid 的股票比 Rivian 等同行更贵。但它在机器人出租车行业的早期成功强烈支持了其溢价估值。</p>
</div>

觉得 Lucid Group 的股票价格过高？这一预测可能会让你改变看法