Tesla(US:TSLA) 券商中国·2025-09-20 06:11Core Viewpoint - Tesla has received approval to test fully autonomous Robotaxi services in Arizona, with plans to potentially cover half of the U.S. population by the end of the year [1][3][5]. Group 1: Tesla's Robotaxi Developments - Tesla has been granted permission by the Arizona Department of Transportation to test Robotaxi services equipped with safety supervisors in the Phoenix metropolitan area [3]. - The company initiated a pilot Robotaxi service in Austin, Texas, in June, starting with a fleet of approximately 10 to 20 vehicles [5]. - Elon Musk has indicated that the deployment of Robotaxis will grow at an "exponential rate" and that the company aims to expand its services to more cities in the U.S. [5]. Group 2: Tesla's Stock Performance - Tesla's stock price has returned to an upward trend, with a more than 2% increase on September 19, bringing its market capitalization to over $1.4 trillion [1]. - Since early September, Tesla's stock has risen over 27%, resulting in a market value increase of nearly $340 billion, approximately 2.4 trillion yuan [1]. Group 3: xAI Funding and Valuation - xAI, another company under Musk's leadership, is reportedly seeking to raise $10 billion at a valuation of $200 billion [7]. - Musk previously raised $10 billion at a valuation of approximately $150 billion and secured $6 billion for AI development in December [7]. - Musk has stated that xAI will raise funds in the coming months but not immediately [9]. Group 4: Analyst Insights on Tesla - Analysts have raised Tesla's stock rating from "neutral" to "outperform," citing ambitious goals for product launches and market capitalization growth [10]. - The potential executive compensation plan for Tesla, valued at around $1 trillion, includes milestones such as delivering 20 million vehicles and launching 1 million Robotaxis [10]. - Analysts estimate that Tesla's stock could reach between $1,400 and $3,000 per share by 2035 based on these targets [11].