美股异动|特斯拉股价飙升3.98%市场聚焦AI转型与交付预期

Core Insights - Tesla's stock price increased by 3.98% on September 24, drawing attention to its future development amidst a strategic shift towards artificial intelligence and robotics [1] - Tesla's market share in the U.S. electric vehicle market has dropped to its lowest point in eight years, despite a temporary increase in sales due to expiring tax credit policies [1] - Wall Street analysts have raised their delivery forecasts for Tesla, with UBS predicting third-quarter deliveries to reach 475,000 units, exceeding market expectations, although there remains a divergence in stock ratings [1] Strategic Adjustments - Tesla emphasizes close collaboration with supply chain companies, including Yu Sheng Aluminum, to maintain high product quality and provide stable orders for suppliers [2] - Panasonic is developing a new battery expected to enhance capacity by 2027, reinforcing its position as a key battery supplier for Tesla [2] - Overall, Tesla is addressing market challenges through strategic transformation and technological upgrades, focusing on the narrative around artificial intelligence and robotics to drive stock performance [2]