Tesla(US:TSLA) Xin Lang Cai Jing·2025-10-28 13:25Group 1 - The core focus of Tesla's upcoming initiatives includes a significant compensation plan for Elon Musk, which involves a stock exchange for his commitment to the AI business, with specific targets set for Full Self-Driving (FSD) users, Robotaxi operations, and humanoid robot deliveries [1] - Tesla aims to remove safety drivers in most areas of Austin by the end of 2025 and plans to launch Robotaxi services in 8-10 regions across the U.S., leveraging advancements in FSD V14, which has seen a tenfold increase in parameters compared to V13 [2] - The removal of safety drivers signifies a major milestone in achieving fully autonomous driving, enabling broader deployment of vehicles and potentially allowing owners to earn income passively from their cars [3] Group 2 - Tesla has set a more aggressive timeline for humanoid robot production, with plans to start building a production line for 1 million units by the end of 2026, which could significantly enhance the company's market valuation [3] - The investment outlook emphasizes a focus on robotics, autonomous driving, and international expansion, with a recommendation to increase positions in these areas as market sentiment improves [4] - The automotive sector is expected to undergo a revaluation in 2026, with a strategic focus on identifying optimal entry points in the first quarter of next year [4]