Core Viewpoint - Tesla officially launched its Robotaxi pilot operation in Austin, Texas, marking its entry into the Robotaxi commercialization sector, which Elon Musk described as the result of "ten years of effort" and the beginning of Tesla's AI roadmap implementation [1][10]. Group 1: Market Reaction - Following the announcement, Tesla's stock surged by 8.23%, closing at $348.68, the largest single-day increase since April 28. The stock continued to rise in after-hours trading, reaching $353.89, an additional increase of 1.49% [1]. Group 2: Valuation Reassessment - The launch of Robotaxi signifies a viable, replicable, and commercial business model, altering investors' valuation benchmarks for Tesla. Previously, Tesla's high valuation was largely based on "growth" and "vision" without stable cash flows [3][4]. - Musk aims to expand Robotaxi to more cities by the end of the year, with a target of having millions of Tesla vehicles operational by 2026 [3]. Group 3: Analyst Perspectives - Analyst Daniel Ives from Wedbush praised the Robotaxi experience, calling it "safe, comfortable, and nearly imperceptible autonomous driving," maintaining a "outperform" rating with a target price of $500, the highest on Wall Street [6]. - Conversely, UBS retained a "sell" rating with a target price of $215, suggesting that the market has already priced in the Robotaxi's potential [6]. - The average target price among Wall Street analysts stands at $287, below the current stock price of $348.68, indicating a divergence in market valuations [7]. Group 4: Future Outlook - The current market sentiment remains strong, with expectations of continued upward momentum for Tesla's stock, supported by a robust AI sector outlook and institutional buying interest [8]. - The upcoming delivery of the first fully autonomous vehicle on June 28, coinciding with Musk's birthday, is anticipated to attract significant media attention and potentially boost market sentiment further [9]. Group 5: Conclusion - The Robotaxi initiative represents more than just a product launch; it signifies Tesla's first major step into AI commercialization. This development could redefine Tesla's identity from merely an electric vehicle manufacturer to an AI-driven mobility platform [10].
Robotaxi上路,特斯拉股价暴涨8%!下一站$500?