Tesla(US:TSLA) 贝塔投资智库·2025-06-11 03:47Core Viewpoint - The article discusses the recent developments surrounding Tesla's Robotaxi initiative and the impact of the public dispute between Elon Musk and Donald Trump on Tesla's stock performance. Despite the controversy, positive sentiment regarding Tesla's autonomous driving technology has led to a rebound in its stock price. Group 1: Tesla's Stock Performance - Following a significant drop of 14% in Tesla's market value due to the Musk-Trump dispute, the stock has nearly recovered all losses, closing up 5.7% at $326.09, just $6 below the pre-dispute level [1][2] - The stock's recovery is attributed to the positive market reaction to a video showcasing Tesla's Robotaxi testing, which has overshadowed the negative impact of the public spat [1][2] Group 2: Robotaxi Testing and Launch - Tesla is set to launch its Robotaxi service, with initial testing expected to begin on June 22, featuring a small fleet of 10 to 20 vehicles equipped with the new "unsupervised" Full Self-Driving (FSD) system [3][4] - The first fully autonomous Tesla vehicle is scheduled to be delivered to customers on June 28, with operations initially limited by geographic boundaries and monitored remotely [4][6] Group 3: Market Context and Competition - Tesla's Robotaxi initiative comes after significant delays and competition from companies like Waymo, which has already deployed commercial Robotaxi services in various regions [3][4] - The article highlights that Tesla's testing status in Austin contrasts with Waymo's operational status, indicating a competitive landscape in the autonomous driving sector [4] Group 4: Investor Sentiment and Future Projections - Analysts from Morgan Stanley maintain a bullish outlook on Tesla, reiterating a price target of $800, citing the potential of FSD and Robotaxi networks as key growth drivers [9][10] - Goldman Sachs projects the North American shared mobility market to grow from $58 billion to over $336 billion by 2030, with the Robotaxi segment expected to capture approximately $7 billion, reflecting a compound annual growth rate of nearly 90% [11]