Tesla(US:TSLA) 大鱼聊电动·2025-07-22 04:08Stock Market Analysis - The "Magnificent Seven" tech stocks (Apple, Microsoft, Amazon, Alphabet, Meta, NVIDIA, and Tesla) are diverging in performance due to AI advancements, impacting investment strategies [2] - NVIDIA, Meta, and Microsoft have seen stock gains exceeding 20% year-to-date, while Apple, Alphabet, and Tesla are lagging [2] - Analysts predict the "Magnificent Seven's" net profit growth will reach 14%, significantly outperforming the S&P 500's remaining 493 companies at -3% [2] Tesla Regulatory Credits - Tesla's regulatory credit revenue is projected to remain strong, with approximately $3 billion in 2025 and $23 billion in 2026, despite potential policy changes [2] - Tesla's global presence, including operations in Europe and China, provides a buffer against potential losses in the US regulatory credit market [2] - Piper Sandler maintains a $400 target price for Tesla, indicating confidence in the company's long-term development [2] Tesla Robotaxi and FSD - Bank of America raised Tesla's target stock price to $341, citing the trial operation of Robotaxi services in Austin and progress towards full self-driving (FSD) by the end of 2025 [2] - Tesla's Robotaxi app has been updated to version 2576, featuring a vehicle-finding function and adjustments to the light/dark mode [3] - Robotaxi service fees have increased to $690 per ride, with the service area covering 42 square miles and remaining invitation-only in Austin [3] Tesla Direct Sales - Tesla reached a settlement with Louisiana, allowing direct sales to consumers starting July 21, 2025, potentially influencing direct sales regulations in other states [2] - The settlement is viewed as a victory for Tesla and a potential turning point for the automotive industry, promoting a direct-to-consumer sales model [2][3]