Core Viewpoint - Tesla's stock price experienced a decline of 5.7% to $406 per share, down from $439 in early October, but this fluctuation is attributed to external factors rather than a deterioration in the company's fundamentals, presenting a potential investment opportunity due to positive developments in government operations and the implementation of CEO Musk's compensation plan [1][3] Group 1 - Analysts believe Tesla is entering a "most important development phase" with the confirmation of Musk's compensation plan, which clarifies the company's investment budget in AI, a core area for future growth [3] - Tesla has applied AI technology across multiple business lines, including the launch of robotaxi services in San Francisco and Austin, with plans for expansion to more U.S. cities [3] - New vehicle models are equipped with AI features, and full self-driving capabilities are nearing implementation, indicating significant advancements in technology [3] Group 2 - The early-stage development of the Optimus AI robot aims to perform tasks in home and business settings, with Musk promising to make it an affordable "household essential," potentially opening new market opportunities if mass production is achieved [3] - Tesla's long-term commitment to AI and robotics is not seen as a short-term speculation, with expectations for gradual returns on multiple technology investments over the coming years [3] - Despite high R&D expenditures potentially impacting short-term profits, the industry remains optimistic about the technology's conversion potential, as breakthroughs in autonomous driving and home robotics could reshape the industry landscape [3]