Tesla Falls 3% as Delivery Fears Overshadow SpaceX IPO Buzz and Cybercab Excitement Tesla Falls 3% as Delivery Fears Overshadow SpaceX IPO Buzz and Cybercab Excitement - 24/7 Wall St. S&P 5006,390.90 -1.67% Dow Jones45,279.20 -1.79% Nasdaq 10023,204.00 -1.92% Russell 20002,452.56 -2.11% FTSE 1009,953.00 -0.07% Nikkei 22551,717.00 -1.83% Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension Investing By David MoadelPublished Mar 27, 2:30PM EDT Quick Read Tesla (TSLA) stock ...

Tesla vs BYD: The Better EV Stock for 2026 - 24/7 Wall St. S&P 5006,389.40 -1.70% Dow Jones45,276.20 -1.80% Nasdaq 10023,194.20 -1.96% Russell 20002,452.31 -2.12% FTSE 1009,954.60 -0.05% Nikkei 22551,697.00 -1.87% Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension Investing Tesla vs BYD: The Better EV Stock for 2026 By Vandita JadejaPublished Mar 27, 2:12PM EDT Quick Read Tesla (TSLA) reported Q4 2025 revenue of $24.9B (-3.1% YoY) with vehicle deliveries down 16% to 41 ...

3 月26日23:00，任泽平年度预测"2026十大趋势：AI改变世界"圆满收官，全网超4000万观看。 精彩回看路径："泽平宏观"视频号 ——直播回放 *以下为年度预测的演讲精华整理： 尊敬的各位来宾，女士们，先生们，大家好！我是任泽平！ 我坚持每年看100多家公司，出国3-5次，看50多本书。到战场的一线，听炮火声。 我过去做了些预测： 在 2024 年 12 月做了 2025 年中国经济十大预测， 我判断， 特朗普2.0搅动全球，人工智能迎来寒武纪大爆炸，新能源、商业航天、储能、人形机 器人等加速 。 2014年，我提出 " 新 5% 比旧 8% 好 " 。 2020年，我提出 "新基建 ，打造中国经济新引擎，大力发展新能源、人工智能、高端制造等"。 2024年，我提出 "信心牛" ，在市场最低谷的时候，坚定看多中国。"未来是一轮什么牛市？我认为是信心牛， 由于政策大幅超预期，带来 对中国资产和经济前景信心的大幅扭转，是对看多中国的奖赏，是对看空中国的打击。" 下面开启我们新的预测之旅：2026十大趋势，AI改变世界。 第一大趋势 全球货币放松周期， AI 爆发，大宗商品元年，股市信心牛 2026 年， ...

新力量 New Force 第一上海研究部 research@firstshanghai.com 总第 4988 期 2026 年 3 月 26 日 星期四 研究观点 【公司评论】 特斯拉（TSLA）：周报 第一上海证券有限公司 香港中环德辅道中 71 号永安集团大厦 19 楼 咨询热线：400-882-1055 服务邮箱：Service@firstshanghai.com 网址：www.mystockhk.com 第一上海证券有限公司 www.mystockhk.com 第一上海 新力量 New Force 【公司评论】 李京霖 852-25321957 特斯拉（TSLA）：周报 Jinglin.li@firstshanghai.com.hk Robotaxi：Robotaxi 疑似将进军新城市 Alice.tang@firstshanghai.com.hk 3 月 17 日，在拉斯维加斯北部的亨德森镇，有人发现了配备"后置摄像头清洗装 置"（Robotaxi 专用硬件）的 Model Y 车队。此前特斯拉就公开表示，拉斯维加 斯是其 Robotaxi 车队的五座目标城市之一，其他城市分别是菲尼克斯、达拉斯 ...

Robotaxi 行业报告 智能出行新浪潮，全球 Robotaxi 商业化提速 中游制造/汽车 随着自动驾驶技术的发展，Robotaxi 这一融合电动化、智能化、网联化与共享 化的新一代出行解决方案，在政策利好、技术成熟与商业生态协同推动下，正 加速迈向大规模商业化新阶段，头部企业正加快技术迭代与全球化布局，建议 积极关注 Robotaxi 行业相关投资机会。 ❑ 智驾技术不断迭代，Robotaxi 为 L4 自动驾驶核心应用场景。自动驾驶分为 L0 到 L5 六个等级， 2025 年中国乘用车 L2 及以上渗透率达到约 66%，"高 阶"L2++占比显著提升，城市/高速 NOA 常态化上量，智能网联汽车（L2+、 L3 和 L4）将进入市场化发展快车道。Robotaxi 作为 L4 级自动驾驶的核心应 用场景，兼具最高的技术挑战、最清晰的商业模式与最大化的成本重构空间， 是当前与中长期最具商业价值的 L4 落地方向，将在 2026 至 2030 年进入大 规模投入与应用拓展期。 证券研究报告|行业深度报告 2026 年 03 月 24 日 推荐（维持） 行业规模 | | | 占比% | | --- | -- ...

However, the rally did not fully hold. TSLA stock peaked at $498.33 in December but has since pulled back to around $370 by March, down roughly 25% from its highs and about 17% on a year-to-date (YTD) basis. Ongoing macro headwinds, softer delivery growth, and rising costs continue to weigh on the stock.Then sentiment flipped almost suddenly. Musk reignited optimism after locking in a massive compensation package and making his first personal share purchase in five years, deploying nearly $1 billion. That m ...

Cybercab testing in Silicon Valley. https://t.co/GsleKfTBvS ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok SummarySpaceX announced TERAFAB, described as “the next step towards becoming a galactic civilization.”This appears to be a major new initiative (likely a joint project involving Tesla, xAI, and SpaceX elements, based on community reactions and context).Key highlights from the post and surrounding discussion:• TERAFAB is presented as the world’s largest AI chip fabrication facility (“fab”), built at Giga Texas.• Goal: Produce billions of chips for massive ...

The future is autonomousCybercab https://t.co/53a6lr1iXC ...

Core Thesis - Tesla, Inc. is undergoing a strategic transformation from an electric vehicle manufacturer to a vertically integrated Physical AI and robotics company, with its automotive operations serving as a funding engine for this transition [3][5]. Financial Performance - As of March 17th, Tesla's share price was $399.27, with trailing and forward P/E ratios of 369.69 and 192.31 respectively [1]. - Automotive revenue is projected to decline by 10% to $69.5 billion in 2025, yet gross margins have expanded to 17.7% through cost efficiencies [3]. - The energy generation and storage division has seen a 48% year-over-year increase in deployments to 46.7 GWh, generating $12.8 billion in revenue with nearly 30% margins [4]. Robotics and AI Initiatives - Tesla is aggressively pursuing humanoid robotics through its Optimus project, targeting a multi-trillion-dollar total addressable market [5]. - The company is reallocating resources by discontinuing Model S and X production to convert its Fremont facility into a dedicated robot manufacturing hub, aiming for an annual production of one million units [5][6]. - Optimus is expected to integrate into internal factory operations by 2026, with external commercialization to follow [6]. Capital Expenditure and Financial Position - Tesla has over $20 billion in planned capital expenditures and a cash reserve of $44 billion, which positions the company to build a significant compute and manufacturing advantage [7]. - Despite elevated valuations, Tesla presents asymmetric upside potential if it successfully monetizes robotics at scale, positioning itself as a leader in the emerging Physical AI supercycle [7].