特斯拉robotaxi表现惊艳，重视产业趋势

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for the sector [7]. Core Insights - Tesla's robotaxi trial in Texas has exceeded expectations, generating significant social media buzz and leading to an 8.23% increase in Tesla's stock price to $348.68 [2][4]. - The initial fleet size for the robotaxi service is under 20 vehicles, with plans to scale up to 1,000 vehicles in the coming months, which is a key focus for market observers [3][4]. - The report emphasizes the importance of monitoring the growth of the robotaxi fleet and the expansion of operational areas as critical validation points for the broader narrative surrounding robotaxis [4]. - The automotive industry in both China and the U.S. is at a turning point, with significant advancements from players like Waymo, Tesla, and others [5]. Summary by Sections Industry Overview - The report highlights that the robotaxi industry is entering a pivotal phase, with various players making breakthroughs [5]. - Key related companies include autonomous driving players like WeRide and Pony.ai, as well as supply chain companies such as Hengshuai Co., New Spring Co., and Top Group [5]. Market Performance - The automotive sector has shown a 16% increase over the past six months and a 33.7% increase over the past year, indicating strong relative performance compared to the market [8].