Tesla(US:TSLA) 雪球·2025-06-24 07:29Market Performance - The three major A-share indices collectively strengthened, with the Shanghai Composite Index surpassing the 3400-point mark again [1] - By the close, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, and the ChiNext Index climbed by 2.30%. The total trading volume in the Shanghai and Shenzhen markets exceeded 1.4 trillion, a significant increase of nearly 300 billion compared to the previous day [2] Sector Performance - Most industry sectors saw gains, with notable increases in the electric machinery, battery, auto parts, gaming, and packaging materials sectors. Conversely, the oil, gas, shipping, and precious metals sectors experienced declines [2] Geopolitical Events - Following unprecedented bombings of Iranian nuclear facilities by the U.S. military, concerns arose regarding potential supply disruptions from Iran. However, the likelihood of escalating conflict has significantly decreased [4] - Iran launched a missile attack on a U.S. airbase in Qatar, which was perceived as a calculated response, avoiding escalation in the Strait of Hormuz [4] Tesla Developments - Tesla launched its Robotaxi service in Austin, Texas, with around 10 updated Model Y vehicles as the first autonomous taxis, offering rides to initial passengers [18] - The pricing strategy for Robotaxi is competitive, charging a flat fee of $4.2 per ride, significantly lower than competitors like Uber and Waymo, which charge between $25 to $40 [19] - UBS predicts that if autonomous driving technology matures and receives regulatory approval, Tesla's Robotaxi network could expand to 2.3 million vehicles by 2040, generating annual revenue of $20.3 billion [19] Investment Insights - Goldman Sachs maintains an overweight recommendation for A-shares and Hong Kong stocks, projecting a target of 4600 points for the CSI 300 index, indicating about a 10% upside potential [23] - The bank has recently upgraded ratings for the banking and real estate sectors, benefiting from domestic policy support, while continuing to favor consumer-oriented sectors such as medical devices, consumer services, media, and e-commerce [23]