Tesla(US:TSLA) 大鱼聊电动·2025-09-18 10:17Market Perception & Valuation - Tesla is labeled as a meme stock by a Yale professor due to its high P/E ratio, exceeding 200x, while Nvidia is around 25-30x, and Apple and Microsoft are around 35-36x [1] - An analyst who previously had a negative outlook on Tesla has shifted to a positive outlook, not due to fundamental factors, but due to technical aspects and market sentiment [1] - The market views Tesla not just as a car company, but as a company focused on energy, AI, and robotics [1] Future Growth & Strategy - Tesla's potential future value is expected to come from Robotaxi and Optimus, with traditional car sales being just the entry point [1] - Elon Musk believes Tesla's market capitalization could reach $30 trillion, contingent on Robotaxi and Optimus [1] - Uber attempted to partner with Tesla on Robotaxi, but Tesla seems to prefer operating independently to maintain full control of the ecosystem [1] - Tesla is collaborating with Uber Freight on Semi electric trucks, but will not compromise on the core strategic Robotaxi business [1][2] Corporate Governance & Shareholder Matters - Tesla's board of directors is seeking shareholder approval for Elon Musk's compensation package to retain him and incentivize him to lead Tesla [2] - A shareholder proposal suggests Tesla should invest in xAI, but the board of directors has not commented [2] - Tesla shareholders are being asked to vote on proposals, including one to authorize investment in xAI and another to include sustainability metrics in executive compensation [2]