股价创新高之际

Group 1 - Tesla's stock price has surged recently, driven by advancements in the robotaxi sector, leading to a perception of the company as a futuristic AI giant rather than just an electric vehicle manufacturer [1] - The core electric vehicle business is estimated to contribute only about $30 to $40 per share of Tesla's value, indicating a significant disconnect in the market's valuation [1][2] - The recent stock price increase is attributed to reports of autonomous robotaxi testing in Austin, Texas, and growing investor confidence in Tesla's transition from a struggling EV manufacturer to a leader in autonomous driving [1] Group 2 - Current stock valuations are heavily based on unfulfilled promises, with over 70% of Tesla's total value now linked to autonomous driving technology, including the long-awaited robotaxi platform and the Optimus humanoid robot project [2] - The energy business is growing and may now hold a value comparable to or slightly higher than the automotive segment, suggesting a potential undervaluation of Tesla's core automotive operations if separated from expectations of autonomous software and energy storage [2] - Regulatory scrutiny from California regarding Tesla's marketing of "autopilot" features highlights the legal and technical challenges in achieving full autonomy, which could impact investor sentiment if further delays occur [3]