Sou Hu Cai Jing·2025-09-13 05:57Core Viewpoint - The stock performance of Tesla and Oracle has diverged significantly, with Tesla experiencing a substantial rise while Oracle faces a notable decline [2][6]. Group 1: Tesla's Performance - Tesla's stock surged by 7.36% to $395.94, recovering all losses from the past seven and a half months and reaching its highest level since January 31 [3]. - Over the past two days, Tesla's stock has increased by more than 13.8%, adding approximately $155.3 billion (about 1106.4 billion RMB) to its market capitalization, which now stands at $1.28 trillion [3]. - Tesla's recent approval to test Robotaxi services on public roads in Nevada has contributed to its stock price increase [12]. Group 2: Oracle's Performance - Oracle's stock soared by 36% on Wednesday, marking its best single-day performance since 1992, but has since dropped over 10% in the following two trading days [4][8]. - The company's market capitalization increased by $243.8 billion (approximately 1.73 trillion RMB) after the initial surge, but concerns about over-reliance on OpenAI have led to a rapid correction [9][10]. - Year-to-date, Oracle's stock has risen by approximately 78%, contrasting with Tesla's decline of about 2% [5]. Group 3: Market Sentiment and Analyst Opinions - Analysts express concerns regarding Oracle's heavy dependence on OpenAI, which has weakened optimism about its backlog of orders [11]. - Tesla is viewed as a growth company, with a projected price-to-earnings ratio of 155, significantly higher than Nvidia's 31 [15]. - The market is currently focused on Tesla's potential in humanoid robots, with Elon Musk claiming that 80% of the company's long-term value will come from this sector [14]. Group 4: Wealth and Corporate Governance - Following the stock movements, Elon Musk's wealth has risen to $463.2 billion, maintaining his position as the world's richest person, while Oracle's co-founder Larry Ellison's wealth has decreased to $351.8 billion [18]. - Tesla's board has proposed an unprecedented $1 trillion compensation package for Musk to ensure his continued leadership over the next decade [20].