韦德布什预测特斯拉2026年市值达3万亿美元，FSD渗透率超50%

Core Viewpoint - Wedbush Securities predicts that Tesla's market capitalization could reach $3 trillion by the end of 2026, with a penetration rate of its Full Self-Driving (FSD) system exceeding 50% [1] Group 1: Market Capitalization and Stock Performance - Wedbush maintains a "Outperform" rating for Tesla, setting a target stock price of $600 [1] - The firm expects Tesla's market capitalization to surpass $2 trillion within the next year, with a potential optimistic scenario of reaching $3 trillion by the end of 2026 [1] - Tesla's stock price rose by 3.56% on Monday, reaching a nearly one-year high, with a trading volume of $54.2 billion, the highest in the U.S. stock market [1] Group 2: Autonomous Driving and Market Share - Wedbush forecasts that Tesla will control approximately 70% of the global autonomous driving market share by 2026 [1] - The report emphasizes that autonomous driving and robotics technology will be core focus areas for Tesla in 2026, potentially redefining the industry landscape [1] - Tesla is currently piloting a no-safety-driver Robotaxi service in the Austin area, with previous tests involving in-car monitoring personnel [1] Group 3: Regulatory Environment and Future Developments - Key initiatives are expected to accelerate within the next three to six months, as federal regulatory issues faced by Tesla in FSD and automation are likely to be resolved [1] - The report suggests that Tesla is making significant strides towards an artificial intelligence revolution [1]