Tesla(US:TSLA) 大鱼聊电动·2025-12-09 04:45Market Analysis & Stock Performance - The report suggests that a 339% drop in Tesla's stock price on a Monday is a strategic shakeout targeting those who blindly chase high prices [1] - The stock price is near its short-term ceiling, making it an unattractive entry point for short-term traders, especially around $460 [1] - The report anticipates a sideways trading period for Tesla's stock, similar to past patterns after a surge in trading volume [1] - The report estimates a 570 to 640 USD target price for Tesla stock in the next 12 months [1] Robotaxi & Autonomy - The removal of safety drivers from Robotaxis is seen as a key catalyst for a significant change in Tesla's valuation [1] - Tesla is expected to adopt a "Super Safe" strategy, initially removing safety drivers in specific, well-tested areas of Austin [1] China Sales & Global Strategy - Tesla's China sales rebounded strongly in November, with 73145 vehicles sold, marking a 181% increase compared to October [1] - Despite the monthly surge, Tesla's retail sales in China experienced a slight year-over-year decrease of 05% in November, and a 737% decrease from January to November [1] - Shanghai factory's total wholesale volume in November reached 86700 vehicles, including exports [1] - The report highlights that while China faces intense competition, Tesla's global performance remains strong, with exports and other markets showing positive growth [2] Semi Truck & Logistics - DHL has added Tesla Semi to its fleet, reporting a real-world test performance of 172 kWh/mile with a 34-ton load [2] - Tesla Semi achieved a range of 390 miles (625 kilometers) in DHL's testing [2] - DHL expects to receive more Tesla Semi trucks by 2026, with mass production anticipated to begin in Nevada [2]