Tesla(US:TSLA) 大鱼聊电动·2025-10-10 03:45Stock Performance & Market Sentiment - Tesla's stock experienced a significant intraday drop of over 268% despite the absence of negative news, reflecting market weakness and profit-taking [1] - Top investment banks, such as Stifel and TD Cowen, have set target prices of $483 and $509 respectively, betting on FSD and Robotaxi to outpace market recession [1] - The stock closed at $43554, down $315 or 072%, with a trading volume of 684 million shares [1] FSD & Robotaxi - Stifel analysts estimate FSD software to be worth $213 per share, Robotaxi $140 per share, and Optimus robot $29 per share, highlighting the long-term value locked in AI and robotics [1] - The market's long-term valuation of Tesla is increasingly tied to the potential of AI and Robotaxi, rather than traditional car sales metrics [1] - Tesla is betting that its AI revolution will outpace the short-term market recession [1] Regulatory Landscape - NHTSA initiated a large-scale investigation into Tesla's FSD, potentially involving 288 million vehicles, due to complaints of FSD-related issues [2] - Sweden has approved Tesla to test FSD on national highways, signaling potential acceptance in the European market [2] - NHTSA's investigation may lead to stricter oversight of FSD, potentially impacting user experience [2] Operational & Strategic Focus - Musk emphasizes Tesla's commitment to sustainable manufacturing and positive work environment [2] - Tesla's FSD is currently at SAE L2 level, meaning the driver is legally responsible while using the system [2] - The company is focused on resolving legal liability boundaries related to FSD [2]