В момента е: Съб Юни 25, 2022 4:58 pm

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US компании - фундаментален анализ

Deere са Теслата на земеделието... това не го очаквах, но може и да има нещо вярно. Автономните, самодвижещи се комбайни мисля, ще се реализират по-скоро от напълно автономните автомобили. А недостига на работна ръка трябва да се компенсира с повече роботизация. 

Barron's написа:“The tractor revolutionizes how critical jobs (tilling, planting, harvesting) will be done, rendering prior modes of farming obsolete and setting up a multi-year fleet upgrade cycle,” added Dobre. “Deere is uniquely positioned given the robustness of its solution, while evolving its business model towards a subscription (autonomy as a service) model.” He believes Deere can sell self-driving features on subscription, just like Tesla(TSLA) is trying to do with its driver-assistance features it calls Full Self Driving, or FSD.

Making a self-driving tractor appears to be a little easier than making a fully self driving car. The tractor will only drive itself in a pre-defined area, such as a farmer’s field. It won’t wander down a highway. Speeds are slower, and when obstacles are detected, the tractor communicates with a Deere operations center and the farmer to help deal with obstacle avoidance.

https://www.barrons.com/articles/deere-stock-tesla-farming-51641568304?mod=hp_DAY_7


#DE
by Money
on Съб Яну 08, 2022 12:08 pm
 
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Тема: US компании - фундаментален анализ
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