Investment Rating - The report does not explicitly state an investment rating for Tesla (TSLA) [4]. Core Insights - Tesla plans to launch its Robotaxi service in Austin on June 12, following successful testing of autonomous Model Y vehicles without any accidents reported [3]. - The company has achieved a significant milestone by producing its one millionth Powerwall battery at the Nevada Gigafactory, indicating improved production efficiency [7]. - Tesla is focusing on showroom promotions in India and will not manufacture vehicles locally, relying on imports instead, as the Indian government considers reducing import tariffs for Tesla [8]. - Tesla has signed a lease for a new factory in Austin, covering 293,000 square feet, which is expected to be used for the assembly and deployment of autonomous vehicles and the production of humanoid robots [9]. - In the week of May 19 to May 25, Tesla's domestic insurance registrations were approximately 10,980 vehicles, reflecting a quarter-over-quarter increase of about 58% but a year-over-year decrease of about 16% [11]. Summary by Sections Robotaxi Service - Tesla is set to officially launch its Robotaxi service in Austin on June 12, with successful testing of autonomous vehicles [3]. Production Milestones - Tesla has produced its one millionth Powerwall battery, marking a key achievement in residential energy systems [7]. Market Expansion - Tesla will establish showrooms in India without local manufacturing, contingent on potential tariff reductions from the Indian government [8]. Facility Expansion - A new factory lease in Austin has been signed, which will support the assembly of autonomous vehicles and humanoid robots [9]. Delivery Data - Recent domestic insurance registration data shows a significant quarter-over-quarter increase in vehicle registrations, despite a year-over-year decline [11].
特斯拉(TSLA):周报