Tesla(US:TSLA) 大鱼聊电动·2025-10-27 11:34Market Trends & Industry Dynamics - Wall Street analysts, including Jim Cramer and Morgan Stanley's Adam Jonas, are recognizing Tesla's shift from a traditional car business to focusing on AI, energy, and robotics [1] - Morgan Stanley suggests Tesla is "gracefully exiting" the traditional car business, with its future stock price dependent on its success in autonomous driving [1] - New Street Research raised Tesla's target price from $465 to $520, and Daiwa Capital Markets increased its target from $300 to $420, citing increased EV production and autonomous driving potential [1] Autonomous Driving & Robotaxi - Tesla is launching Robotaxi services, including airport transportation to San Jose International Airport (SJC) in the Bay Area, despite current regulations requiring safety drivers [1] - Tesla is positioned as a vertically integrated company capable of mass-producing cars and developing autonomous driving technology, unlike traditional car manufacturers (Ford, GM) or tech companies (Waymo) [2] - The Robotaxi market is expected to be a winner-takes-all scenario due to network effects, with Tesla aiming to dominate future transportation [2] Financial Implications & Business Model - The estimated cost of Robotaxi service is $0.50 per mile, significantly lower than the $1 per mile cost of owning and operating a personal car [2] - Tesla's focus is shifting from selling cars, which is considered a low-margin business, to capturing the entire future of mobility through Robotaxi services [2] Energy & Robotics - Tesla is recognized for its potential in energy solutions, particularly in battery technology and energy storage, which are seen as crucial for the future of AI [1] - Optimus humanoid robot is considered a highly exciting part of Tesla's investable empire, despite the challenges in mass production [1]