Tesla(US:TSLA) Xin Lang Cai Jing·2025-12-18 15:29Core Viewpoint - Tesla is initiating fully autonomous Robotaxi testing in Austin, marking a critical validation phase for its autonomous driving commercialization strategy [1] Group 1: Company Developments - Tesla's stock rose over 2% to $479.44 amid news of the Robotaxi testing [1] - The testing involves vehicles without safety supervisors or passengers, indicating significant progress in Tesla's autonomous driving capabilities [1] Group 2: Analyst Insights - Morgan Stanley analyst Andrew S Percoco highlighted that Tesla's ability to remove safety supervisors and improve safety metrics is a crucial catalyst for validating its Robotaxi strategy [1] - Morgan Stanley projects that Tesla will significantly increase its Robotaxi fleet to 1,000 vehicles by 2026 and reach 1 million vehicles by 2035 [1] Group 3: Market Position - Tesla's cost advantage of $0.59 per mile positions it favorably in the autonomous ride-hailing market, allowing it to gather essential data and regulatory support for the full rollout of its Full Self-Driving (FSD) technology [1]