Market Overview - The three major U.S. stock indices all rose, with the Dow Jones up 0.06%, Nasdaq up 0.28%, and S&P 500 up 0.16% as of the report time [1] - Large tech stocks showed mixed results, with Apple rising 4.38% and Tesla up 3.36%, while Google, Microsoft, Facebook, Amazon, and Nvidia experienced declines [2][3] Tesla Insights - Tesla's stock price reached $440.37 per share, marking a 3.36% increase and hitting an eight-month high, with a market capitalization of approximately $1.47 trillion [6] - Tesla's stock has increased over 30% in September alone [6] - Elon Musk emphasized the strategic importance of the robot business during the release of "Master Plan 4.0," stating that 80% of Tesla's future value could come from the Optimus robot [6] - Musk's compensation plan could yield a maximum potential value of approximately $975 billion if certain operational milestones are met, requiring Tesla's market cap to nearly double to $2 trillion for the first reward [6] Financial Targets and Market Sentiment - Tesla's adjusted EBITDA target ranges from $50 billion to $400 billion, with specific product goals including 20 million cumulative vehicle deliveries and 10 million active FSD subscription users [7] - Concerns about a potential stock market bubble have been raised, with comparisons to the late 1990s tech bubble, as current valuations are seen as high despite improving corporate earnings [8] - Analysts from Morgan Stanley suggest that the market may be underestimating the growth potential of U.S. corporate earnings, driven by positive operating leverage and declining wage costs [9][10]
深夜,美股三大指数全线上涨!特朗普和马斯克同框,特斯拉股价飙升