Tesla Robotaxi EXPLODES!

● Tesla Stock to $2600?!

Tesla Robotaxi and Self-Driving, Explosive News That Will Change the Global Economic Landscape

Tesla Stock Price and Recent Uptrend

Tesla’s stock price has shown significant fluctuations in the short term.
It rose for five consecutive days from March 18th, based on U.S. time, recording a 27.8% increase in one week.
Stock price volatility is evident, with a 122.8% decrease in one month, a 20.9% increase in six months, and a -2.65% decrease since January 2025.
This trend is a result of a combination of short-term uncertainties and expectations for future business.

Surge in Sales of New Model Y in the Chinese Market

Sales of the new Model Y are increasing noticeably in China.
Tesla China recorded 1,400 new registrations from March 17th to 23rd, a 13.7% increase compared to the previous week.
The expected number of registrations for the first quarter of 2024 has already been exceeded, recording a sales increase of 28.2%.
In particular, the Model Y is showing overwhelming sales power in the electric vehicle market in the 200,000 to 300,000 yuan price range.

Renaming of Autonomous Driving Technology and Re-evaluation of Technological Prowess

Tesla’s autonomous driving function has been renamed from the existing FSD (Full Self-Driving) to ‘Intelligent Driving Assistance’.
The technology description has been modified to suit the Chinese market, and safety and performance are being proven through autonomous driving videos.
It is showing that it can operate without problems even in the fierce Chinese environment, which is different from North America.
The development of AI technology and autonomous driving technology will determine the competitiveness of the global economy and the automobile industry.

Robotaxi Service, a Key Variable in Tesla’s Future Value

Tesla announced that it will commercially launch its robotaxi service in Austin, Texas in June of this year.
According to analysts, robotaxis are likely to account for 90% of Tesla’s total value within five years.
When converting to a software service model, very high margins (over 80%) are expected compared to electric vehicles.
Wall Street analysts also agree that it is necessary to establish a new evaluation model based on the introduction of robotaxis.
Experts such as Cathy Wood predict that Tesla’s stock price will reach $2,600 in five years.
At this time, the figures do not reflect future technologies such as robotaxis and humanoid robots.

U.S. Economic Uncertainty and Global Policy Environment

Short-term shocks in the U.S. economy and political and government policies are affecting automobile manufacturing and investment sentiment.
There is uncertainty, such as job insecurity and restructuring of middle management due to the introduction of AI.
However, there are long-term improvement prospects such as government deregulation, tax policies, and interest rate cuts.
In particular, innovative companies such as Tesla have a structure that can create new jobs along with future technological development.

Wall Street Evaluation and Global Competitive Landscape

Existing automobile analysts are not properly evaluating the value of Tesla’s robotaxis.
Morgan Stanley and others are forming expert teams and investing AI and IT technology experts to conduct re-evaluation.
Competition in battery technology and manufacturing efficiency with competitors such as China’s BYD is intensifying, but Tesla is still superior in terms of electric vehicle and robotaxi competitiveness.
As both countries pay attention to AI technology and open source innovation, global technology competition is in full swing.

< Summary >

Tesla’s stock price has recently shown high volatility in the short term, repeatedly rising and falling.
In China, sales of the new Model Y are surging, recording a noticeable recovery from March.
The autonomous driving function has been optimized for the Chinese market by changing the existing FSD name to ‘Intelligent Driving Assistance’.
The most notable point is the introduction of robotaxi service, with experts predicting that robotaxis could account for 90% of Tesla’s value within five years.
Despite uncertainty in the U.S. economy, the development of the global economy, AI, and autonomous driving technology makes the future look bright.
Key words such as Tesla, robotaxi, autonomous driving, global economy, and AI technology are foreshadowing fierce competition and innovation.

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● Tesla’s SHOCKING Post: Texas Robotaxi TAKEOVER?!

Tesla Key Announcement Summary and Future Outlook – Expecting Stock Price Increase for Robotaxi, Autonomous Driving, and Electric Vehicles

ARK Cathie Wood’s Target Stock Price Forecast of $2600

It was a day with many major Tesla announcements.
ARK’s Cathie Wood presented a 5-year target stock price of $2600 for Tesla.
Despite the long time frame of 5 years, past target stock prices have often been confirmed as true.
This target stock price announcement is an important signal for investors.

Robotaxi Launch and High-Margin Software Service Model

Elon Musk announced the start of commercial robotaxi services in Austin, Texas in June.
This is expected to yield high (80% or more) margins as a software platform, not just electric vehicle sales.
While electric vehicle hardware margins are generally 15-25%, the robotaxi model’s margins could be more than three times that.
It is emphasized that Tesla’s stock price can rise based on robotaxis alone.

China Market vs. Western Market – Revenue and Margin Differences

The Chinese market plays an important role for Tesla.
Even if it fails in the Chinese market, robotaxi margins and revenues are expected to play a much larger role in the West.
Ride-hailing costs are high in Western countries, making the robotaxi opportunity much greater.
This is an important aspect of Tesla’s global strategy.

Autonomous Driving (FSD) Performance Improvement and Earnings Announcement

Tesla’s FSD (Full Self-Driving) software is constantly being upgraded.
Data shared through community trackers shows that urban driving performance has improved significantly.
With the update to version 13, the distance that can be driven without driver intervention has increased.
These autonomous driving developments illuminate the future of the robotaxi business.

Refresh and Production Transition – Expanding Sales Volume and Market Share

There is a significant difference in production and sales volume before and after the launch of the new Model Y (or YGA).
Initially, sales appeared low due to the production transition, but an explosive increase in sales has been observed since manufacturing resumed.
Tesla’s share and cumulative sales are steadily increasing in Europe and China.
Looking at sales data by module, there are cases where sales have grown by more than 70% in a short period.

Media Misreporting and Short Position Controversy

False and nonsensical reports related to Tesla have spread in some media outlets such as the Financial Times.
There have been cases where the media outlet publicly apologized, and it has been pointed out as a problem that they reported without verifying the actual facts.
Although there is still a large amount of short selling, Tesla’s strong stock price momentum is not affected by these short-term controversies.

Elon Musk’s Doge Activity and Global Expansion Strategy

Elon Musk is pursuing various strategies in the capitalist market along with Doge activities.
Tesla is accelerating its entry into the global market, including expanding into Saudi Arabia.
At the same time, innovative services in the robotaxi, autonomous driving, and electric vehicle sectors are acting as the driving force behind the stock price increase.
Tesla’s future growth potential is viewed positively along with various domestic and international economic indicators.

Summary

Summary of Tesla’s major announcements.
ARK’s Cathie Wood presented a 5-year target stock price of $2600.
Elon Musk is starting robotaxi services in June and is expected to transition to a software-based high-margin model.
Positive signs are emerging, including differentiated market analysis between the Chinese and Western markets, improved FSD (Full Self-Driving) performance, explosive sales growth after production transition, and increased market share.
Despite media misreporting and short position controversies, Elon Musk’s global expansion strategy and Doge activities are expected to contribute to Tesla’s stock price increase.
Keywords: Tesla, autonomous driving, electric vehicles, stock price, robotaxi

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● 3 Shocking Theories About the Future US Stock Market

Today’s Economic Indicator Analysis – Delving into Key Issues such as Consumer Confidence, Tariffs, International Interest Rates, and Prospects for Domestic Demand Stocks

1. Decline in Consumer Confidence and Future Outlook

The most notable economic indicator released today is the consumer confidence index.
It has reached a low of 92.9, the lowest in 4 years and 2 months since the pandemic, reflecting negative expectations for the future economic outlook.
Additionally, the six-month economic expectation index has fallen from 74.8 to 65.2, marking the lowest figure in 12 years since 2013.
Generally, a figure above 80 is considered favorable, but this decline indicates growing concerns about a potential economic recession.

2. CFO Survey and Policy Uncertainty

According to a CMBC survey of CFOs, 60% of respondents expect a recession in the second half of this year, while 15% foresee a recession next year.
This high level of concern appears to stem from President Trump’s uncertain messages and confusing tax and tariff policies.
In particular, 90% of CFOs believe that tariffs will affect the resurgence of inflation.
The current market expects that tariffs, which currently average 2.6%, could more than double.

3. Mismatch Between the Bond Market, 10-Year Treasury Yields, and the Stock Market

Today, the bond market saw a slight decline in 10-year international interest rates due to negative economic indicators and survey results.
Conversely, there was an instance where 10-year Treasury yields surged due to yesterday’s strong stock market performance, indicating that the market expects a rise in the stock market if tariff concerns are alleviated.
Over the past three months, there has been a mismatch between the 10-year Treasury yield and the S&P 500 index, as they have been moving in tandem.
With diverging views from both Bacent and Trump, a complex dilemma centered on the 10-year Treasury yield is emerging in the market.

4. Diverse Analysts’ Outlooks and Investment Strategies

Economic experts have presented three main arguments.
The first view is that one should follow Bacent’s lead, with a UBS report indicating that the S&P 500’s earnings growth forecast has been lowered due to declining consumer sentiment and shrinking domestic demand.
The second argument is the investment strategy of “buying low,” with the expectation of an explosive V-shaped recovery if tariff concerns are alleviated.
The third is Goldman Sachs’ forecast, suggesting that the recent decline in sentiment indicators could be linked to above-average returns for the S&P 500 over the next three months.
However, it is also emphasized that focusing on defensive stocks with high domestic dependency, rather than companies focused on overseas sales, is a desirable strategy.

5. China’s Domestic Demand Boost and the Correlation with the Global Economy

Morgan Stanley’s China report positively assesses China’s domestic demand stimulus measures.
The Chinese government’s strengthening of financial support measures to expand domestic demand and its upward revision of the GDP growth target are noteworthy.
As indicated by the Alibaba chairman’s remarks, the confidence of companies in domestic recovery and job creation can act as a positive signal.
This strategy of expanding Chinese domestic demand stocks is a point that investors should carefully observe in conjunction with global economic concerns and U.S. tariff and recession worries.

As a result of the economic indicator analysis, the consumer confidence index has recorded an all-time low, increasing concerns about an economic recession in the next six months.
In the CFO survey, more than 60% predicted a recession in the second half of this year, and concerns about tariff increases are expected to affect the resurgence of inflation.
In the bond market, a mismatch is occurring between 10-year international interest rates and the stock market, and experts recommend a defensive investment strategy centered on domestic demand stocks.
Meanwhile, China is strengthening its domestic demand stimulus policies, sending positive signals in the global economy.
The current economic flow can be understood through the key economic keywords of international interest rates, consumer confidence, tariffs, recession, and domestic demand stocks.

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*Source : [Maeil Business Newspaper] [홍장원의 불앤베어] 향후 미국 증시 바라보는 학설 3가지