特斯拉大涨4.7%！Grok+Robotaxi组合拳，能否撑起新一轮行情？

Core Insights - Tesla's stock price surged by 4.73% to $309.87, with a significant increase in trading volume to over 100 million shares, following a dip below $300 due to Elon Musk's political ambitions [1][2] - The rise is attributed to the launch of AI model Grok 4 and the accelerated expansion of Robotaxi services, reigniting market interest in Tesla's long-term potential [3][4] Group 1: Grok 4 AI Model - Grok 4, described as the "most powerful model on Earth" by Musk, is set to integrate into Tesla's vehicle systems, enhancing the voice assistant capabilities [4][12] - Despite the integration, the actual impact on sales is expected to be minimal, as the current voice assistant has been criticized for its poor performance [5][6][13] - The significance of Grok's integration lies more in its narrative and future potential rather than immediate sales boosts, aligning with Tesla's strategy of selling platforms and services [7][14] Group 2: Robotaxi Service Expansion - Tesla plans to launch Robotaxi services in the San Francisco Bay Area within 1-2 months, contingent on regulatory approval, following previous pilot programs in Austin and Arizona [8][9][16] - The market's positive reaction to this news is tempered by the understanding that competitors like Waymo have already established operations in the area, making Tesla's entry a matter of timing rather than a new advantage [10][16] - The real test for Tesla will be the execution and safety of the Robotaxi service, as past incidents have raised regulatory concerns [11][16] Group 3: Political Influence and Market Strategy - Musk's political activities, including the formation of a "American Party," may be aimed at influencing policies that could benefit Tesla, rather than a genuine political ambition [17][18] - Musk's public statements and actions suggest a willingness to accept stock price volatility as part of a broader strategic positioning for Tesla [18] - Recent policy changes allowing for $10,000 interest subsidies for "Made in USA" vehicles could favor Tesla, which meets the criteria with over 85% of its parts sourced domestically [19][20] Group 4: Investment Perspective - The current market environment is characterized by volatility, making frequent trading inadvisable; the focus should remain on long-term prospects related to Robotaxi and AI developments [20] - The investment rationale for Tesla continues to be future-oriented, emphasizing the potential of its services and technologies rather than immediate sales figures [20]