Tesla(US:TSLA) Ge Long Hui·2025-12-16 07:28Group 1 - Tesla's stock price increased by 3.56% to $475.31, reaching a new high for the year, with a market capitalization of $1.58 trillion [1] - Cathie Wood's ARK Investment Management sold a total of 124,867 shares of Tesla through its funds ARKK and ARKW, valued at approximately $59.35 million [3] - Analysts are questioning the correlation between Tesla's record electric vehicle deliveries and its stock price, indicating a shift in investor focus [3] Group 2 - A Barclays analyst noted that Tesla's future valuation seems less related to electric vehicle delivery numbers, predicting potential weakness in Q4 deliveries, which may not significantly impact the stock price [3] - The analyst maintained a "hold" rating on Tesla, raising the target price to $350, suggesting that Tesla is increasingly resembling a technology company rather than a traditional automaker [3] - Predictions indicate a potential decline in Tesla's automotive business, with expected delivery drops of about 7% in 2025 and flat to 5% growth in 2026, significantly below overall market expectations [3] Group 3 - Elon Musk confirmed the testing of autonomous robot taxis in Austin, aligning with Tesla's ongoing developments in the autonomous driving sector [3] - Musk has previously stated that 80% of Tesla's future value may come from the humanoid robot "Optimus" and that Full Self-Driving (FSD) software is considered a major growth driver [3]