Core Insights - Tesla has made significant progress in its robotaxi initiative by testing vehicles without human oversight, marking a crucial milestone in its long-term growth strategy [1][10] - CEO Elon Musk indicated that the company is close to eliminating safety monitors, with the potential for fully driverless Teslas operating on public roads by the end of the year [2][5] - The robotaxi program, launched in June, is currently operational in Austin and San Francisco, with plans for expansion to other cities contingent on regulatory approvals [4][10] Robotaxi Program - The robotaxi service began in Austin on June 22 and is set to expand to Phoenix, Las Vegas, Dallas, Houston, and Miami, depending on regulatory clearance [4] - Currently, human supervision is still required, with safety monitors present in the vehicles during operation [5] - Despite logging over 550,000 robotaxi miles, the program's reach remains limited compared to earlier projections [6] Competitive Landscape - Alphabet's Waymo leads the autonomous ride-hailing sector, operating without safety drivers and achieving over 450,000 weekly paid rides [7] - Tesla claims advantages in scalability and cost, but closing the gap with competitors will take time [7] Automotive Business Challenges - Tesla's automotive segment has faced challenges, reporting its first annual decline in vehicle deliveries in 2024, with a 13% year-over-year drop in Q1 and another 13.4% in Q2 [8][10] - The decline is attributed to weakening demand, particularly in Europe, and increased competition from companies like BYD [9] Energy Segment Performance - Tesla's Energy Generation and Storage segment has shown strong growth, achieving record deployments and becoming the highest-margin division [12] - Energy storage deployments have increased by approximately 180% over the past three years, positioning the segment for continued growth [12] Future Growth Drivers - Tesla's humanoid robot, Optimus, is seen as a potential long-term growth driver, with pilot production underway and plans for mass production by late 2026 [13][14] - CEO Musk believes Optimus could become Tesla's largest product, although its commercialization timeline remains uncertain [15] Financial Outlook - Tesla shares have gained 13% year-to-date but have underperformed the industry [18] - The company trades at a forward price-to-sales ratio of 14.48, significantly above the industry average, with projected declines in revenues and EPS for 2025 [19][21] - The consensus estimates for 2026 suggest a recovery with expected growth in revenues and EPS [21]

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Tesla (NASDAQ: TSLA) has gained a lot of steam over the past month, and Wedbush’s Global Head of Technology Research, Dan Ives, argues the momentum is going to continue in 2026.Namely, in a post published on X on Monday, December 15, the analyst predicted that Tesla’s market cap could double and climb to $3 trillion in 2026, which, in his words, is shaping up to be a ‘monster year’ for the automaker.“Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begi ...

Core Insights - Tesla Inc. experienced a significant decline in sales, with a 23% year-over-year drop in November, totaling 39,800 units sold [1] Company Summary - Tesla's sales figures for November indicate a downward trend, reflecting challenges in maintaining sales momentum in a competitive market [1]

上周日（12月14日），一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的画面，车内似乎空无一人，甚至没有配备安全监督员。 自特斯拉今年6月在奥斯汀推出无人驾驶出租车（Robotaxi）服务以来，副驾驶座位上一直都坐着一名安全监督员。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 以下文章来源于科创板日报 ，作者卞纯 "测试正在进行中，车内没有人，"马斯克在回复发布原始视频的X用户时写道。 Post DogeDesigner � @cb doge . 3h A driverless Tesla Robotaxi was spotted on the roads of Austin, Texas today. No one in the car. No safety driver. Fully autonomous. This is actually happening. 4 x > 0:15 From 420 Bountv Hunter T / 3.1K I | 105K Elon Musk @ X & @elonmusk Testing is underway wit ...

Dan Ives: "We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026"$TSLA 🚀Dan Ives (@DivesTech):Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026...as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk ...

RT Ferre (@FerreWeb3)Value of $10,000 invested a decade ago:Meta: $60,100Amazon: $67,846Alphabet: $83,185Microsoft: $90,421Apple: $95,240Tesla: $278,575Nvidia: $2,311,026Bitcoin: $4,955,000 ...

With Tesla so close to unsupervised robotaxis and Waymo now operating in 5 cities with plans to double next year, big investors are paying attention!@WaltLightShed explains that self-driving is still early and misunderstood, but it can make travel safer, cheaper, and more efficient, and change how we live and work! $TSLA ...

据路透社报道，美国汽车咨询公司考克斯11日发布数据显示，特斯拉电动汽车11月在美销量跌至近四年 来的最低水平。特斯拉股价当天收跌约1%。 根据考克斯汽车咨询公司11日发布的数据，特斯拉电动汽车11月在美国的销量达到约39800辆，同比下 滑近23%，月销量为2022年1月、也就是近4年以来最低水平。由于美国联邦政府从今年9月30日起不再 为每辆电动汽车提供最高可达7500美元的税收抵免，原本打算购买电动汽车的美国消费者可能转而考虑 其他车型。为了应对补贴取消，特斯拉公司在10月推出精简版Model Y与Model 3，价格较此前的基础款 都下降约5000美元，其中精简版Model 3为特斯拉目前在售最便宜的车型。然而消费者仍不买账，特斯 拉汽车11月销量显著下滑。税收抵免政策取消不仅冲击特斯拉销量，给其他电动汽车厂商带来的冲击更 为猛烈。数据显示，全美电动汽车销量11月整体同比下滑超41%，特斯拉竞争对手的销量跌幅更大。 路透社的报道称，高昂的借贷成本影响消费者信心加之 欧洲汽车市场竞争加剧，2024年特斯拉汽车在全球的销 量约为179万辆，同比下降1.1%，这是特斯拉全球年度 销量自2015年以来首次出现下 ...

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