Tesla(US:TSLA) 大鱼聊电动·2025-12-22 10:28Robotaxi Market & Financial Impact - Analyst Warren Redlich suggests Tesla's stock price may stagnate next year due to Wall Street's skepticism about Robotaxi revenue [1] - Redlich estimates 10,000 Robotaxis running 8 hours daily are needed to generate $500 million annual gross profit, impacting financial statements [1] - Projected Cybercab revenue of $1 billion in 2026 will only account for 1.3% of total car sales [1] Competitive Landscape & Expansion - Morgan Stanley forecasts Tesla's Robotaxi fleet to grow from 150 to 1,000 vehicles next year, indicating early-stage development [1] - Waymo is raising $1.5 billion to expand, with a valuation exceeding $100 billion, highlighting the need for Tesla to accelerate its Robotaxi efforts [1] Investment Perspective - Investing in Tesla requires patience, similar to driving a Tesla car, awaiting a breakthrough moment [1]