美股异动 | 新能源车股多数走高 特斯拉(TSLA.US)涨超2.5%

Core Viewpoint - The majority of new energy vehicle stocks are rising, with Tesla's rating upgraded from "neutral" to "outperform" by Baird, indicating a positive market sentiment despite potential short-term volatility in fundamentals [1] Company Performance - Tesla (TSLA.US) is up over 2.5% - NIO (NIO.US) is up 0.4% - Xpeng Motors (XPEV.US) is up over 1% - Li Auto (LI.US) is down 1% [1] Analyst Insights - Baird's analyst team, led by Ben Kallo, suggests that investors increasingly view Tesla as a leader in the "physical AI" sector - Key future catalysts for Tesla include the release of the next-generation Optimus humanoid robot, expansion of robotaxi services in the U.S., introduction of more affordable models, and an upcoming shareholder vote on Elon Musk's compensation plan [1]