Tesla(US:TSLA) 智通财经网·2025-06-11 02:00Core Viewpoint - The recent conflict between Trump and Musk has negatively impacted Tesla's stock, but the company has since recovered nearly all its losses due to positive sentiment surrounding its Robotaxi project and a video showcasing its autonomous driving capabilities [1][2][3]. Group 1: Stock Performance - Tesla's stock price increased by 5.7% to $326.09, nearly recovering to pre-conflict levels, with only a $6 drop from the price before the dispute [1]. - The stock has seen three consecutive days of gains, driven by optimism regarding the Robotaxi's prospects [1][2]. Group 2: Robotaxi Development - Tesla is set to launch its Robotaxi service, with a pilot program expected to start on June 22, featuring fully autonomous electric taxis [3]. - The initial testing phase will involve a very small fleet of 10 to 20 Robotaxis using the new "unsupervised" version of the Full Self-Driving (FSD) system [3]. - The first fully autonomous Tesla is scheduled to be delivered to customers on June 28 [3]. Group 3: Market Position and Competition - Tesla's Robotaxi initiative has been delayed compared to competitors like Waymo, but it is now making strides towards public road testing [3][4]. - In Austin, Tesla is currently classified as "testing" while Waymo is marked as "deployed," indicating a competitive landscape in the autonomous vehicle sector [4]. Group 4: Investor Sentiment - Analysts from Piper Sandler maintain a "buy" rating for Tesla, citing the positive developments in autonomous vehicle testing as a key factor for investment [7]. - Morgan Stanley continues to support Tesla with a long-term price target of $800, emphasizing the growth potential of FSD and Robotaxi networks [8][9]. Group 5: Market Projections - Goldman Sachs predicts that the North American Robotaxi market will grow significantly, from $300 million in 2025 to $7 billion by 2030, with a compound annual growth rate of nearly 90% [10]. - The overall shared mobility market in the U.S. is expected to expand from $58 billion to over $336 billion by 2030, with Robotaxi services capturing a notable share [10].