6月自动驾驶发布前夕，这家“特斯拉铁粉”投行给出500美元目标价

Core Viewpoint - Tesla's stock price target has been raised significantly by Wedbush Securities analyst Daniel Ives from $350 to $500, marking the highest expectation on Wall Street as the company prepares to launch its autonomous taxi service, Cybercabs [1] Group 1: Autonomous Driving and Valuation - Ives believes that the era of autonomous driving is imminent for Tesla, with the upcoming launch in Austin expected to initiate a new growth chapter for the company [2][4] - The analyst views autonomous driving technology as a key driver for Tesla's future profit margin expansion and valuation increase, projecting a potential market capitalization of $2 trillion by the end of 2026 in a bullish scenario [2][4] Group 2: Regulatory Environment and AI Opportunities - Ives notes that with Elon Musk stepping back from his role related to Dogecoin and the potential easing of regulatory barriers under a Trump administration, Tesla is well-positioned to advance its Full Self-Driving (FSD) and AI objectives [4][5] - The estimated value of AI and autonomous driving opportunities for Tesla is at least $1 trillion, with expectations for rapid progress on these initiatives due to the anticipated removal of federal regulatory obstacles [5] Group 3: Market Position and Future Prospects - Despite acknowledging the challenges ahead, Ives expresses confidence in Tesla's ability to dominate the autonomous driving market and potentially license its technology to other automakers globally [6] - Tesla's unique positioning by 2025 is highlighted, as it encompasses a wide range of strategic frontier technologies essential for maintaining U.S. dominance in the 2030s, including electric vehicles, AI, space technology, and more [6]