Tesla(US:TSLA) Sou Hu Cai Jing·2025-09-13 11:37Group 1: Market Performance - The Nasdaq and S&P 500 indices reached new highs, with the Nasdaq China Golden Dragon Index rising by 5.5% [1] - On September 12, the Nasdaq index increased by 0.44%, marking a historical peak, while the US Technology Seven Giants Index rose by 1.14% [1][4] - Tesla's stock surged by 7.36%, resulting in an increase of nearly $90 billion in market capitalization [4][5] Group 2: Federal Reserve and Interest Rates - The Federal Reserve is expected to announce a rate decision on September 18, with Deutsche Bank predicting three rate cuts in the remaining months of 2025 [1][10] - The market anticipates a 25 basis point rate cut in September, October, and December, driven by weak employment data and rising inflation concerns [10] Group 3: Tesla Developments - Tesla's Model YL, a six-seat electric SUV, has sold out in China, with new orders indicating delivery as late as November 2025 [7] - Tesla's CEO Elon Musk is expected to focus on the company's expansion in autonomous driving and AI, with significant long-term value anticipated from the Optimus robot and Robotaxi services [7][8] Group 4: Economic Indicators - The Michigan Consumer Sentiment Index for September fell to 55.4, the lowest since May, indicating economic slowdown and inflationary pressures [10] - The decline in consumer confidence supports the case for the Federal Reserve to adopt a more accommodative monetary policy [10]