Tesla(US:TSLA) 券商中国·2025-05-17 12:44Core Viewpoint - Japan is considering a plan to subsidize the construction of Tesla charging stations during upcoming tariff negotiations with the United States, which could significantly benefit Tesla and its CEO Elon Musk [1][2]. Group 1: Japan's Trade Negotiations - Japan is seeking to hold the third round of trade negotiations with the U.S. next week, with its chief trade negotiator likely traveling to Washington [3]. - Japanese representatives have expressed willingness to discuss reducing U.S. tariffs on Japanese goods, including a 25% tariff on automobiles and auto parts, rather than pushing for a complete elimination of these tariffs [3]. - Japan's Prime Minister has stated that the government will take comprehensive measures to respond to U.S. tariff policies and will not accept agreements on other issues before addressing tariffs on automobiles [3]. Group 2: Tesla's Stock Performance - Tesla's stock has seen a significant increase, rising over 2% to close at $349.98 per share on May 16, with a total market capitalization reaching $1.13 trillion [4]. - The stock has risen for four consecutive weeks since April 21, with a cumulative increase of 45%, reducing the year-to-date decline to 13% from a previous drop of over 40% [4]. Group 3: Tesla's Robotaxi Service - Tesla is preparing to launch its Robotaxi service in Austin, Texas, with a potential start date of June 1, as indicated by a recent social media post [6]. - The company has been in discussions with the city of Austin for several months to ensure a smooth rollout of the service, which will initially be supervised by remote operators for safety [5]. - The Robotaxi service will utilize Tesla's Model Y vehicles, although a specific launch date has not been officially confirmed [5].