Tesla(US:TSLA) Zheng Quan Shi Bao Wang·2025-10-07 12:33Core Viewpoint - Tesla's stock price has surged significantly, rising from approximately $350 to over $450 per share since September 11, driven by speculation about a new product launch on October 7, particularly a lower-priced Model Y [1][3][4]. Group 1: Stock Performance - Tesla's stock increased by 5.45% to $453.25 per share, with a total market capitalization reaching $1.5 trillion [3]. - The company's market value grew by over $778.5 billion in a single day, equivalent to approximately 554 billion RMB [1]. Group 2: New Product Launch - Tesla has teased a new product through mysterious posts on social media, leading to speculation about the launch of a more affordable Model Y [4][5]. - The anticipated Model Y is expected to feature reduced specifications and lower-cost materials to offset the impact of the U.S. government's cessation of the $7,500 electric vehicle tax credit [4][5]. Group 3: Delivery and Production Insights - Tesla achieved record delivery numbers in Q3, largely due to a buying surge before the expiration of the $7,500 tax credit [5]. - Analysts predict that Tesla's annual delivery volume will decline for the second consecutive year, estimated at around 1.62 million vehicles [5]. Group 4: Future Projections - Analysts forecast that Tesla's delivery volume could rise to 1.85 million vehicles next year, with the cheaper Model Y expected to reach an annual production of 250,000 units by 2026 [5]. - The cost-cutting measures for the new Model Y are crucial for maintaining Tesla's profit margins amid increasing pressures [5]. Group 5: Robotics Development - Tesla is also focusing on its humanoid robot project, with plans to launch the third generation by the end of 2025 and begin mass production in 2026 [7][8]. - The development of the Optimus robot is seen as a significant part of Tesla's future strategy, with expectations of producing 1 million units annually by 2030 [7]. Group 6: Analyst Ratings and Price Targets - Analysts have raised Tesla's target stock price, with Wedbush increasing it from $500 to $600 per share, citing underestimation of Tesla's transformation potential [8]. - Piper Sandler and Baird have also adjusted their target prices upward, reflecting positive sentiment regarding Tesla's future growth prospects [8].