Tesla(US:TSLA) 大鱼聊电动·2025-09-15 03:58Gigacasting Impact on Automotive Industry - Thatcham Research's study reveals that repairing a Model Y with Gigacasting can be cheaper than repairing a traditional multi-part steel Model 3 under specific conditions [1] - Gigacasting optimizes force transmission, leading to more localized damage during impacts compared to traditional multi-part car bodies [1] - Tesla employs Gigacast Sectioning, a surgical repair method involving precise cutting and replacement of damaged sections with prefabricated parts [1] - The adoption of Gigacasting by Tesla is prompting other automakers, including Ford, General Motors, Volvo, and Chinese companies, to follow suit, potentially reshaping industry standards [1] Tesla's Future Prospects According to Analysts - Wedbush's Dan Ives maintains a $500 target price for Tesla, with an outperform rating, emphasizing the company's transition towards AI and Robotaxi dominance [2] - Ives predicts Robotaxi expansion to 30-35 US cities within a year, highlighting Tesla's first-mover advantage in the autonomous driving market [2] - Morgan Stanley's Adam Jonas, after driving 2200 kilometers with FSD v12.4.1, reports 99% autonomous driving completion, praising the experience and considering FSD a valuable investment [2] - Jonas expresses that he cannot imagine buying another EV without FSD [2] Musk's Vision for AI - Elon Musk views AI as a continuously evolving form of overall intelligence, rather than a final destination [2] - Musk believes AI will advance to the point where it can harness nearly all the energy in the galaxy [2]