Tesla(US:TSLA) 老徐抓AI趋势·2025-08-20 01:06Core Viewpoint - The newly launched extended version of Model Y is expected to become a best-seller in its price range due to its competitive pricing and enhanced features for family users [4][24]. User Experience - The extended Model Y addresses previous limitations by adding a third row of seats, making it more appealing for families with multiple children [5][8]. - The vehicle maintains a comfortable driving experience despite its longer body, with improved handling and stability thanks to the introduction of a Continuous Variable Damping (CDC) system [9][24]. - Interior design remains minimalist but has room for improvement, particularly in features that cater to family needs, such as a heads-up display and a larger second-row screen for entertainment [11][12][14]. Sales Data and Trends - As of August 17, Tesla's sales in China reached 343,000 units, a slight decrease from the previous year, but the launch of the extended Model Y is expected to boost sales in the latter half of the year [15][17]. - The sales forecast indicates that the extended Model Y will contribute significantly to Tesla's performance in the Chinese market, potentially surpassing last year's figures [15][24]. Robotaxi Potential - The upcoming Robotaxi service is anticipated to disrupt the market, with plans for a full rollout in Texas and expansion to other states, which could lead to significant revenue generation [18][20]. - The Robotaxi model is seen as a cash cow, with the potential for high margins due to the elimination of driver costs and minimal marketing expenses [22][24]. - Tesla's approach to Robotaxi could allow for a revenue-sharing model similar to Apple's, enhancing its business model and market capacity [23][24]. Investment Outlook - The combination of the extended Model Y's launch and the potential success of Robotaxi positions Tesla for a strong performance in the coming years, with significant growth opportunities in the electric vehicle and autonomous driving sectors [24][27].