Autonomous Driving - Tesla completed an FSD (Full Self-Driving) Unsupervised ride in a Model Y Robotaxi [1] - The ride was part of unsupervised FSD testing [1]

Core Viewpoint - Deutsche Bank analyst Edison Yu predicts Tesla's Q4 2025 delivery volume to be approximately 405,000 units, representing a year-over-year decline of 14% and a quarter-over-quarter decline of 19%, which is below market consensus and the bank's previous forecast [1] Delivery Volume Outlook - The shortfall in delivery volume is primarily concentrated in Tesla's core Western markets, with expected declines of 34% in Europe and 33% in North America; the Chinese market is anticipated to see a decline of about 10% [1] Robotaxi Development - Despite short-term pressures on delivery volume and gross margins, the development of the Robotaxi is considered a significant support for Tesla's valuation; Elon Musk previously indicated plans to deploy around 1,000 autonomous taxis in the San Francisco Bay Area and over 500 in Austin, though Deutsche Bank's tracking suggests these targets are unlikely to be met in the short term [1] Internal Testing and Future Prospects - Tesla's recent decision to remove safety drivers in Austin for internal validation testing is viewed as a sign that broader deployment may be forthcoming [1] Valuation Adjustment - Based on the potential valuation uplift from the Robotaxi and humanoid robot plans, Deutsche Bank has raised Tesla's buy rating target price by $30 to $500, although this increase is partially offset by the downward adjustment in delivery volume for the core automotive business [1]

大家好我是大鱼 想像一下 一个CEO 六年来不拿 一分钱薪水 却带领公司 市值从500亿 暴冲到万亿级 让股东财富 翻倍成长 如今德拉瓦 最高法院一致裁定 取消他的奖励 太不公平 这1400亿美元 的薪酬计划 终于全面复活！ 这到底是对 马斯克价值的肯定 还是公司治理 的转折点？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周五收盘是481.2% 全天下跌了 2.17%美元 跌幅是0.45% 成交量是 8598万股 最近华尔街 这些分析师 终于坐不住了 一个接一个 调高Tesla的 目标价 就这几天 Mizuho直接 把目标价从 475拉到530 Deutsche Bank 从470调到500 还维持买入评级 Truist也从406 上修到444 虽然还是Hold 但也算给面子了 说真的 看到这些数字 我第一反应是 越来越多人 能看懂Tesla了 他们都把焦点 放在FSD的进步上 尤其是Robotaxi 这块大饼 Mizuho的 分析师直说 FSD如果继续改善 就能加速在 Austin和San Francisco 扩大无人车队 甚至有可能 提前把那个 安全陪驾员给踢掉 他们还拿 Way ...

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Silver Tesla sedan parked in a desert at dusk with a large glowing Tesla logo behind it. Key Points Tesla is starting to break out toward fresh highs as momentum accelerates into year-end. Its P/E ratio has also been running hot, and is now at levels that would worry investors in most other stocks. However, both the price action and ongoing analyst support suggest the stock is a bargain right now. Interested in Tesla, Inc.? Here are five stocks we like better. Shares of Tesla Inc. (NASDAQ: TSLA) c ...

Autonomous Driving Technology & Strategies - Tesla adopts a pure vision approach, relying solely on cameras, aiming to reduce hardware costs by thousands of dollars per vehicle [1] - Rivian employs a multi-modal sensing approach, integrating vision, radar, and LiDAR for enhanced safety and reliability, especially in adverse conditions [1] - The integration of camera images, radar electromagnetic waves, and LiDAR point clouds within milliseconds poses significant algorithmic and computational challenges for multi-modal systems [1] Business Models in Autonomous Driving - Robotaxi (Mobility as a Service - MaaS) aims to eliminate driver costs, which account for 70%-80% of Uber's operating expenses [1] - Software as a Service (SaaS), exemplified by Tesla FSD and Rivian's future systems, transforms car manufacturers' revenue structure into a subscription-based model with gross profit margins exceeding 80% [1] Competitive Advantages & Industry Dynamics - Self-developed chips (like Tesla's FSD chip and Rivian's 5nm chip) are crucial for achieving a closed-loop autonomous driving business model [2] - Data flywheel effect, driven by vast amounts of data collected from vehicles, enhances AI capabilities and driving experience, creating a positive feedback loop [2] - Traditional automakers risk becoming hardware assemblers if they rely on third-party solutions like Nvidia or Mobileye, losing control over core value and profits [2] Market Outlook - The next two years are expected to be a period of rapid technological and business model advancements in autonomous driving [2]

Core Insights - The 14th Annual Conference on the Development of Listed Companies and the Hainan Free Trade Port Opportunities Exchange Conference was successfully held in Haikou from December 11 to 13, 2025, where Cao Cao Mobility was awarded the "Most Investment Potential Listed Company" in the Hong Kong stock market for its outstanding performance in technological innovation, business model, and sustainable growth [1] Group 1: Company Development and Achievements - Cao Cao Mobility is a key player in the commercialization of Robotaxi operations, utilizing a development model that integrates "smart customized vehicles + smart driving technology + smart operations" [1] - The company has established a mature transportation operation network in 163 cities across the country, completing over 1.9 billion rides, which supports its transition to Robotaxi scenarios through a digital operation platform [4] - Cao Cao Mobility has developed a comprehensive lifecycle management system for vehicle management, covering procurement, insurance, maintenance, and residual value management, which aids in cost control and commercial validation [4] Group 2: Technological Advancements and Operational Strategies - The company has initiated Robotaxi demonstration operations in Hangzhou and Suzhou since February, transitioning from a safety driver model to unmanned operations, and exploring a mixed operation model [5] - A strategic upgrade announced on December 3 includes enhancing the automation capabilities of large-scale fleets and launching the Cao Cao Zhixing Ras remote safety service platform, integrating digital asset management systems with smart cockpit and driving technologies [5] - The introduction of the world's first green intelligent passage island, which features automatic battery swapping, cleaning, vehicle maintenance, intelligent scheduling, and automatic settlement, aims to create a seamless connection between Robotaxi and eVTOL aircraft [5] Group 3: Industry Context and Future Outlook - The global Robotaxi industry is transitioning from technology validation to large-scale commercial operations, where efficient operational systems are crucial for sustainable profitability [4] - Cao Cao Mobility's operational experience is expected to enhance its competitive edge as the industry accelerates towards commercialization, providing broader development opportunities in the Robotaxi sector [5]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 美东时间12月16日，美股三大指数涨跌不一，仅纳指收涨。 市场担忧美国经济状况，投资者情绪偏谨慎。 截至收盘，道琼斯指数跌0.62%，报48114.26点；纳斯达克指数涨0.23%，报23111.46 点；标普500指数跌0.24%，报6800.26点。 美联储博官员斯蒂克表示，劳动力市场正在降温，但他预计不会出现明显放缓；多年未能实 现通胀目标可能"确实会损害"美联储的公信力；进一步降息将使货币政策接近或进入宽松区 间，从而使通胀和通胀预期面临风险。 大型科技股多数收涨，力撑纳指。 | 特斯拉(TESLA) | 489.880 | 3.07% | | --- | --- | --- | | TSLA.O | | | | 脸书(META PLATF | 657.150 | 1.49% | | META.O | | | | 英伟达(NVIDIA) | 177.720 | 0.81% | | NVDA.O | | | | 微软(MICROSOFT | 476.390 | 0.33% | | MSFT.O | | | | 苹 ...

Core Insights - Tesla is expected to announce its Q4 sales numbers in late January 2026, with delivery and production figures likely released before earnings on January 28 [1] - Wall Street analysts have low expectations for Tesla's Q4 sales, anticipating deliveries around 450,000 to 455,000 vehicles, a decline from the previous quarter's record deliveries of approximately 500,000 [2][3] Sales Expectations - Tesla's November sales data showed a significant year-over-year decline of 23%, with approximately 40,000 vehicles sold [2] - Betting markets suggest a more conservative estimate for Q4 sales, predicting numbers between 400,000 and 425,000 vehicles [3] Factors Influencing Sales - The slowdown in EV demand, brand weakness linked to Elon Musk's involvement with "DOGE," weak consumer sentiment, macroeconomic pressures, and increased competition from Chinese EV manufacturers like BYD and Nio are contributing to the expected decline in sales [4] - The "pull forward" effect of the EV tax credit has also impacted demand, as many customers made purchases in Q3 to take advantage of the $7,500 tax credit before it expired [4] Brand Recovery and Market Performance - Data from HundredX indicates that Tesla's brand value and net purchase intent have recovered after a slump in early 2025 [7] - Recent sales data from China shows that the refreshed Model Y has become the top-selling vehicle, and the premium Model Y L is gaining traction in the premium segment, accounting for 27% of total Model Y sales despite a 28% price premium [8][10] Investor Sentiment and Price Action - Despite lower sales expectations, Tesla shares have reached an all-time closing high, suggesting that the market has already priced in the anticipated sales slowdown [12] - Investor sentiment appears bullish, particularly with the news of the first Tesla robotaxi spotted in Austin, Texas, indicating confidence in Tesla's long-term growth narrative [12] Conclusion - With lowered expectations for Q4 sales, the focus shifts to how investors interpret future growth, supported by improving brand metrics and renewed strength in China [14]

Core Viewpoint - Tesla's stock has rebounded significantly after a rough start to the year, reaching an all-time high of $489.48, following a 36% decline in the first quarter [1][2]. Group 1: Stock Performance - After a 36% plunge in Q1, Tesla shares rallied to an all-time high of $489.48, surpassing the previous record of $488.54 [1][2]. - Tesla's market capitalization increased to $1.63 trillion, making it the seventh-most valuable publicly traded company [2]. Group 2: Business Developments - CEO Elon Musk announced that Tesla has been testing driverless vehicles in Austin, Texas, which has sparked investor optimism regarding the company's long-standing promise to develop robotaxis [2][3]. - Tesla reported a 12% increase in third-quarter revenue, driven by a rush of buyers taking advantage of a federal tax credit that expired at the end of September [6]. Group 3: Challenges and Competition - Despite the recent stock rally, Tesla faces ongoing challenges, including a loss of the federal tax credit, backlash against Musk, and strong competition from companies like BYD, Xiaomi, and Volkswagen [7]. - The introduction of more affordable variants of the Model Y SUV and Model 3 sedans has not significantly boosted U.S. or European sales, with U.S. sales dropping to a four-year low in November [8]. Group 4: Analyst Insights - Mizuho raised its price target on Tesla to $530 from $475, maintaining a buy recommendation, citing improvements in Tesla's Full Self-Driving technology as a potential driver for accelerated expansion of its robotaxi fleet [9].