Tesla(US:TSLA) 大鱼聊电动·2025-08-22 04:29Stock Performance & Market Sentiment - Tesla's stock experienced a roughly 3% decrease during the week, reflecting a broader conservative market sentiment affecting growth stocks [1] - Tesla's stock price is range-bound between $325 ± $10, awaiting a significant catalyst to drive substantial movement [1] - Tesla's forward P/E ratio is at 184, significantly higher than the S&P 500 average of 20+, traditional automakers (6-8), and even tech giants like Amazon (50+) and Nvidia (70+), indicating high market expectations for future growth [1] - Analysts project Tesla's stock price to reach $410-$460 within 12 months and $910-$1000 within 24 months, based on financial models, but these targets could be negatively impacted by Elon Musk's political activities [1] - Political uncertainty related to Elon Musk could reduce the 12-month target price by $60, suggesting a "Musk shut up discount" of approximately 15% [1] EU-US Trade Relations - The EU and the US are advancing a preliminary agreement on tariffs, with the US considering reducing its 27.5% auto tariffs on European imports to 15% if Europe lowers barriers to US goods [1] Tesla's China Strategy - Tesla is using DeepSeek, a Chinese AI company, for AI interaction and chat within its vehicles in China, replacing xAI's Grok, to comply with Chinese data security regulations [2] - Chinese regulations mandate that all geographical and personal data remain within China, preventing Tesla from using Grok's overseas servers [2] - The introduction of FSD (Full Self-Driving) in China faces hurdles due to data security concerns, potentially requiring a China-specific version with data processing and decision-making under Chinese supervision [2]