Core Insights - Tesla is making significant progress on its robotaxi rollout, with plans to start production of the Cybercab in April 2026, which is expected to be a crucial development for the company's stock price [2][5][12] Group 1: Tesla's Future Products - In 2026, Tesla plans to produce three new products: the Tesla Semi, the Optimus robot, and the Cybercab, with the robotaxi service being the most impactful for the company's value [2][3] - CEO Elon Musk believes that 80% of Tesla's future value could come from the Optimus robot, while the Tesla Semi could revolutionize the heavy-duty truck market [3] Group 2: Robotaxi Market Potential - Cathie Wood from Ark Invest predicts that by 2029, 88% of Tesla's enterprise value could come from robotaxis, highlighting the potential for a recurring revenue stream from ride-hailing services [4] - The rollout of Tesla's robotaxi service is expected to significantly drive the company's value, although it currently relies on Model Y vehicles instead of the Cybercab [4][5] Group 3: Production and Regulatory Challenges - Tesla needs to start mass-producing Cybercabs and secure regulatory approvals for unsupervised full self-driving (FSD) software to enable Tesla owners to participate in the robotaxi service [5][9] - Musk expressed confidence that the rate of regulatory approvals will align with Cybercab production, citing favorable accident statistics and the deployment of rival Waymo's robotaxis as positive indicators [8][11] Group 4: Safety Data and Testing - Tesla has accumulated 6.9 billion miles of data from vehicles with supervised FSD, indicating better safety performance than human drivers, although critics argue that there is limited safety data for robotaxis without safety drivers [14] - Driverless robotaxis are currently being tested in Austin, but there are concerns about the adequacy of early approvals for unsupervised operation to justify mass production of Cybercabs [12][15]

新华财经上海12月25日电（李一帆）12月24日晚，广汽集团宣布，广汽旗下昊铂A800正式启动L3有条 件自动驾驶高速道路研发测试，测试最高时速可达120公里。该测试已获得广州市相关主管部门批准， 成为目前国内少数获批开展L3级高速测试的项目之一。 尽管自动驾驶技术全面融入大众日常生活尚需时日，但近期L3级有条件自动驾驶的快速推进，已预示 着自动驾驶时代正加速到来。 业内人士介绍称，L3级的本质区别在于"驾驶责任的阶段性转移"：系统在限定场景下成为实际驾驶主 体，而人类驾驶员从"持续操作者"转变为"随时待命的接管者"。 中国汽车标准化研究院总工程师孙航表示，首批L3级车型获准上市，标志着我国在政策与制度层面首 次允许自动驾驶汽车以产品形态进入市场，并通过准入试点探索商业化落地，具有重要的标志性意义。 随后自12月16日起，各地区与车企也加速布局L3级自动驾驶准入。多家品牌相继获批——小鹏汽车宣 布取得广州市L3级自动驾驶道路测试牌照，理想汽车确认已在北京获得同类资质，鸿蒙智行则宣布在 深圳全域启动L3级内测，覆盖超过1000公里高快速路真实场景。 高阶自动驾驶"发令枪"响：L3准入落地，L4量产倒计时开启 1 ...

Canaccord raised the firm’s price target on Tesla (TSLA) to $551 from $482 and keeps a Buy rating on the shares. The firm reduced its Q4 delivery outlook for Tesla to 427,000 from 470,000, citing a sharper than anticipated deterioration in demand, with weakness broad-based across products and regions. However, even with the Q4 estimate cut, Canaccord sees “constructive developments beneath the surface” for Tesla. The recent share rally shows the market is looking through Q4, the analyst tells investors in ...

COMPANIES. AND WE'VE BEEN TALKING ABOUT THAT A LITTLE BIT THIS MORNING. >> I KNOW.TESLA SHARES ARE TRADING CLOSE TO A RECORD HIGH. YESTERDAY I LOOKED GOT TO 4.98% AT ONE POINT YESTERDAY. BUT THE CLOSING HIGH I THINK IS LIKE 4.89% AND CHANGE.WE'D ALMOST BE THERE RIGHT NOW FOR IF IT'S ONLY UP $0.62%. VERY VOLATILE THOUGH, BUT BASICALLY TRADING AT AN ALL TIME HIGH. DAN LEVY IS BARCLAYS SENIOR AUTO ANALYST AS IT CARS.IS IT TAXIS. IS IT WHAT IS IT AT THIS POINT. AND MAYBE THE THE CONCERN ABOUT THE EXPIRING SUBSI ...

Tesla Inc.'s (NASDAQ:TSLA) pilot Robotaxi operations' scale in Austin could reportedly be smaller than what CEO Elon Musk has claimed.Tesla Robotaxi TrackerAn engineering student at Texas A&M University has reverse-engineered the official Tesla Robotaxi app to track the service's availability, Electrek reported on Monday. The tracker details 32 Tesla Model Ys used in the Robotaxi network in Austin, which is far from Musk's earlier claims of having 1000 Robotaxis in Austin.Tesla didn’t immediately respond to ...

Pony AI Inc. (NASDAQ:PONY) is one of the AI Stocks in the Spotlight for Investors. On December 16, Barclays analyst Jiong Shao initiated coverage of the stock with an Equal Weight rating and $15 price target. According to the firm, robotaxi technologies are mostly ready in China and there is a viable business model for them. While challenges facing the industry cannot be overlooked, the future potential of PONY AI lies in robo, not in taxi. A day earlier, Macquarie initiated coverage on the stock with an ...

BREAKING: Tech Stocks Extend Bullish Market Shift Today's Spotlight IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with a team of top market analysts. Related news Is the Santa Claus Rally Real? Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. More News (© Chris Gash) Next Data Center Roadblock For ...

想像一下 Cybercab 輪胎去掉金邊 就能幫Tesla 省400萬美元？ 這不是開玩笑 最新展示版 做了小改動 卻精打細算 到了極致！ 先看門窗 變無框設計 讓門開更大 窗戶降下 也不會 撞到車頂 乘客上下車 超順暢 聽起來簡單？ 但這降低了 生產複雜 成本直降 還更易維修 早期原型車 科幻味更重 現在就好像 Model 3 那樣親民 生產團隊 不斷調整 車輛的耐用度 犧牲點 美感換實用 輪胎呢？ 換厚實耐磨款 沒金邊 每條省1美元 百萬台車 就是400萬！ 適合Robotaxi 每天跑幾百英里 壽命長 維護少 這些變化 不只省錢 還讓Cybercab 更快上路 顛覆交通 你怎麼看？ 馬斯克 這招聰明吧？. ...

美股频道更多独家策划、专家专栏，免费查阅>> 特斯拉(TSLA.US)美股盘前涨1.5%报488.3美元。消息上，基于Robotaxi与人型机器人计划的估值提升， 德意志银行予特斯拉"买入"评级，目标价上调30美元至500美元，但部分被对核心汽车业务的交付量下 调所抵消。另外，科技媒体Notebook Check发布博文，分享了一张在美国得克萨斯州奥斯汀市中心抓拍 的路测图，展示了正在测试的特斯拉无方向盘、无踏板的自动驾驶出租车 Cybercab。 责任编辑：山上 ...

特斯拉(TSLA.US)美股盘前涨1.5%报488.3美元。消息上，基于Robotaxi与人型机器人计划的估值提升， 德意志银行予特斯拉"买入"评级，目标价上调30美元至500美元，但部分被对核心汽车业务的交付量下 调所抵消。另外，科技媒体Notebook Check发布博文，分享了一张在美国得克萨斯州奥斯汀市中心抓拍 的路测图，展示了正在测试的特斯拉无方向盘、无踏板的自动驾驶出租车 Cybercab。 | TSLA 特斯拉 | | | | --- | --- | --- | | 481 200 J -2.170 -0.45% | | 收盘价 12/19 16:00 美东 | | 488.250 + 7.050 +1.47% | | 盘前价 12/22 04:11 美东 | | 三月四号 8 日 9 時 1 | | ● 快捷交易 | | 最高价 490.490 | 开盘价 488.120 | 成交量 1.03亿 | | 最低价 474.720 | 昨收价 483.370 | 成交额 497.54亿 | | 平均价 481.619 | | 市盈率TTM 331.86 总市值 1.6万亿 …) | | 振 幅 3 ...