Wedbush Securities认为，特斯拉(TSLA.US)未来将会有极为出色的表现。目前市场上的看多和看空双方 正在就未来一年内"自动驾驶出租车"(Robotaxi)时代会以何种速度形成展开激烈辩论，而就在几个月 前，特斯拉自动驾驶出租车服务在奥斯汀已经成功完成了首次亮相。 该机构预计，特斯拉在未来一年内市值将超过2万亿美元，在乐观的市场情景下，到2026年底其市值将 达到3万亿美元。届时，随着自动驾驶和机器人技术路线图的全面量产，特斯拉将全面掌控全球约70% 的自动驾驶市场。Ives在展望未来时写道："我们预计，在未来十年内，特斯拉将在全球自动驾驶市场 占据约70%的份额，因为世界上没有其他公司能与特斯拉的规模和影响力以及其不断扩大的人工智能布 局相匹敌。" 截至发稿，特斯拉的股票在盘前交易中上涨了1.1%，达到每股463.87美元，而其52周的交易区间为 214.25美元至488.54美元，目前特斯拉的市值超过1.53万亿美元。 Ives重申对特斯拉的"跑赢大盘"评级：对于特斯拉而言，其人工智能和自动驾驶方面的机遇价值至少1 万亿美元;预计在未来三到六个月里，关键举措将加快推进，因为该公司过去几年 ...

ARK Invest sold more Tesla stock. Tesla bulls shouldn't worry, yet. ...

BREAKING: Futures Rise; Tesla, Lilly Climb In Buy Areas Today's Spotlight IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with a team of top market analysts. Is the Santa Claus Rally Real? Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. More News In the Kentucky Derby of artificial intelligence, Ope ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or specific companies within it. Core Insights - The report highlights significant regulatory advancements in both China and the U.S. regarding Level 3 (L3) and Level 4 (L4) autonomous driving, indicating a shift towards commercialization and practical implementation of advanced intelligent driving technologies [1][7][10]. Summary by Sections China - The Ministry of Industry and Information Technology (MIIT) has granted conditional market access to China's first batch of L3 autonomous driving vehicles, marking a regulatory breakthrough and transitioning the sector from testing to compliant mass production [2][8]. - Approved models include the Changan Deepal SL03 and ARCFOX Alpha S, which can only activate L3 functions in designated areas, reflecting a cautious regulatory approach [2][9]. - The management framework for L3 vehicles includes "product access + operating entity + designated operating area," providing a clear template for future OEMs [2][9]. - The report anticipates that by 2026, L3 functionality could expand significantly in China, driven by accumulated pilot experience and regulatory improvements [2][9]. United States - Tesla has achieved a milestone with its Model Y Robotaxi operating fully driverless on public roads in Austin, Texas, utilizing Unsupervised FSD software, which confirms the feasibility of its autonomous technology in real-world environments [3][10]. - The U.S. is pursuing L4/Robotaxi commercialization despite an incomplete legal framework, while China is focusing on regulatory compliance for L3 vehicles, indicating parallel but distinct paths towards the same goal [3][11]. - The advancements in both countries are accelerating the transition of autonomous driving from an engineering challenge to a commercial opportunity, with significant implications for vehicle valuation and competitive dynamics [3][11].

The dollar’s shrinking buying power is familiar to Americans. According to the Federal Reserve Bank of Minneapolis, a current $100 bill has about the same purchasing power as $12 in 1970. [6]“There won't be a default — the central bank will come in, and we'll print the money and buy it,” he said. “And that's where there's the depreciation of money.”With the U.S. national debt at $38.33 trillion as of Nov. 24, that scenario is no longer far-fetched (5).Musk isn’t the only billionaire sounding alarms. Ray Dal ...

All right, welcome back to Worldwide Exchange. Time for this morning's insider action. We're tracking notable insider stock moves by company directors and executives outside of their pre-planned stock sales.As always, the data comes from Varity data, but is confirmed by the CNBC data team against SEC filings. Nvidia board member Mark Stevens selling 350,000 shares for more than $63 million. The stocks up more than 30% so far this year.American Eagle CFO selling more than 186,000 shares for $4.5% million. Ba ...

Core Insights - Tesla's board members have earned over $3 billion through stock awards, significantly exceeding the compensation of board members from other major U.S. tech companies during the same period [1][3] Compensation Analysis - Kimbal Musk, CEO Elon Musk's brother, has profited nearly $1 billion since 2004; board member Ila Ehrenpreis has accumulated $869 million since 2007; and board chair Robyn Denholm has earned $650 million since joining in 2014 [1][3] - Despite not granting new stock awards since 2020, board members have still amassed substantial wealth [1][3] - From 2018 to 2020, the average cash and stock compensation for Tesla's board members was approximately $12 million, which is about eight times the average compensation of Alphabet's board during the same period [1][3] - Tesla is the only company in the analyzed group where original stock awards have played a decisive role in the wealth accumulation of part-time board members [1][3] - Even considering the four years of suspended compensation, the average pay for Tesla's board members from 2018 to 2024 is still 2.5 times that of Meta's board members, who are the second highest paid in the last seven years [1][3] Company Statement - A Tesla spokesperson stated that the board's compensation is not excessive but directly linked to stock performance and shareholder value creation [2][4] - The spokesperson emphasized that board members provide "extraordinary service" and invest significant time and effort, attending 58 board and committee meetings in 2024, which is well above industry standards [2][4]

Group 1 - The report highlights a significant upward revision in earnings for the Nasdaq, indicating a potential for a favorable Christmas market [3][6] - The S&P 500 index experienced a weekly decline of 0.6%, while year-to-date it has risen by 16.1%. The Nasdaq index fell by 1.9% for the week but is up 19.9% year-to-date [27][30] - The report notes that the technology sector remains a key focus, with strong performance expected from AI-related companies as OpenAI introduces advanced models [3][6] Group 2 - The report indicates that the financial sector, particularly non-bank financials, has shown strong capital inflows, with an estimated daily capital intensity of approximately $9.3 billion [38] - The semiconductor industry faced challenges, with a negative daily capital intensity of about -$71 billion, indicating a lack of investor confidence [38] - The report emphasizes that traditional industries such as steel, non-ferrous metals, and building materials have outperformed, with respective weekly gains of 4.1%, 3.8%, and 3.6% [30][34] Group 3 - The report discusses the performance of key stocks within the S&P 500, noting that companies like Mosaic and Molina Healthcare led the gains with weekly increases of 11% [34] - The report also highlights the performance of core S&P 500 stocks, with Visa and Mastercard showing strong weekly gains of 5.0% and 4.8% respectively [36] - The report mentions that the AI sector continues to grow, with expectations for significant advancements and market expansion [3][6]

Core Insights - Tesla's board of directors has earned over $3 billion through stock awards, significantly exceeding compensation at peer technology firms [7] - The compensation structure, primarily based on stock options, has drawn criticism for potentially compromising directors' independence and oversight of the company [10][25] Compensation Structure - Tesla's directors have been compensated primarily through stock options rather than shares, a practice criticized for magnifying potential gains without corresponding risks [1][8] - Between 2018 and 2024, Tesla directors averaged $1.7 million annually in compensation, despite a suspension of pay for part of this period [14] - The average compensation for Tesla directors during 2018-2020 was approximately $12 million, eight times that of Alphabet directors [5] Performance and Wealth Accumulation - The value of stock awards for Tesla directors has increased alongside the company's share price, contributing to substantial wealth accumulation [4][6] - Notable earnings include Kimbal Musk at nearly $1 billion, Ira Ehrenpreis at $869 million, and Robyn Denholm at $650 million [6] Governance and Oversight Concerns - Experts argue that the high compensation levels may undermine the board's ability to effectively oversee CEO Elon Musk and the company [10][28] - Critics suggest that directors should be compensated in restricted stock to better align their interests with shareholders [11] Legal and Regulatory Context - Tesla's board faced a shareholder lawsuit over excessive compensation, leading to a suspension of director pay starting in 2021 [5][12] - A Delaware court ruling invalidated a previous pay package for Musk, citing excessive compensation and conflicts of interest among board members [12] Comparison with Peers - Tesla's directors' compensation is notably higher than that of peers in the "Magnificent Seven" tech firms, with Tesla directors earning two-and-a-half times more than those at Meta [3][14] - Other firms in the cohort have not faced similar legal challenges regarding director compensation, indicating that Tesla's practices are out of line with industry norms [24]

Core Insights - Tesla's board of directors has received over $3 billion in stock awards, significantly surpassing the compensation awarded to peers at major U.S. technology firms during the same period [1] Summary by Category - **Compensation Analysis** - The stock awards received by Tesla's board are notably higher than those given to counterparts in leading U.S. technology companies [1]