6000亿美元！马斯克成历史第一人，华尔街豪赌特斯拉

Core Viewpoint - Tesla's stock has rebounded significantly after a nearly 50% drop earlier this year, with the company now focusing on its advancements in artificial intelligence and autonomous driving, leading to optimistic market projections for its future valuation [1][3]. Group 1: Stock Performance and Market Valuation - Tesla's market capitalization is approximately $1.6 trillion, having rebounded over 70% since its low in March [3]. - Analysts predict that Tesla's valuation could double by the end of next year, with a target price set at $600 per share, potentially reaching a market cap of $2 trillion [3]. - A more optimistic scenario suggests that Tesla could achieve a market cap of $3 trillion, driven by its investments in AI and autonomous driving, which are valued at "at least" $1 trillion [3]. Group 2: Autonomous Driving and Business Expansion - Tesla is operating ride-hailing services in Austin and the San Francisco Bay Area, aiming to create a fully autonomous taxi platform [4]. - The company plans to test fully autonomous driving without safety drivers in Austin by the end of the year, with expansion to additional cities in Florida, Nevada, and Arizona [4][5]. - Regulatory pressures are expected to ease by early 2026, potentially allowing for more streamlined operations in the autonomous driving sector [5]. Group 3: Financial Performance and Challenges - Tesla's sales in the EU have dropped by 39% year-over-year from January to October, with market share decreasing from 2.2% to 1.3% [6]. - The company is facing a second consecutive year of declining vehicle sales, with Q4 delivery estimates at 450,000 units, a 9% year-over-year decrease [6]. - To counteract declining sales, Tesla has introduced lower-priced versions of its Model Y and Model 3 vehicles in key markets [7]. Group 4: Elon Musk's Wealth and Future Prospects - Elon Musk has become the first person to reach a net worth of $600 billion, with further increases expected as Tesla's AI and robotics initiatives progress [6][8]. - Musk's wealth is also tied to SpaceX, which is preparing for an IPO, and xAI, which is negotiating new funding that could significantly increase its valuation [8].