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● Tesla’s Wild Ride: Robotaxis, Expansion, and Market Drop

Tesla Stock Plunge to Self-Driving & Robotaxis – Complete Overview of the Latest Trends

[1] Stock Price Fluctuations and Delivery Volume Announcement Forecasts

Tesla’s stock price started with a 1.66% drop in just one day.
The market shows data indicating a 6.91% decrease over the week, an 11.54% decrease over the month, a 1.94% increase over 6 months, and a significant -35.83% decrease since January 2025.
In particular, concerns were amplified as the stock fell by 7.5% as soon as the market opened this morning.
Many investors warned of a possible drop to -8% or even -10%, leading to a widespread atmosphere of excessive selling.
This volatility seems to stem from the fact that consumers are waiting for the new Model Y or the more affordable Model 2 ahead of the Q1 delivery announcement.
Wall Street analysts estimate that first-quarter deliveries are likely to decline significantly, indicating that this may continue to put downward pressure on the stock price.

[2] Wall Street Analyst and Expert Opinions

Wall Street analysts forecast that Tesla’s performance this quarter is likely to be poor as it is showing a downward trend in deliveries in the US, China, and European markets.
In particular, concerns are raised about the impact of poor sales in the US and European markets on stock prices, and stock price volatility is expected to increase depending on the size of each market and consumer reactions.
Experts argue that Tesla’s robotaxi business, Full Self-Driving (FSD) technology, and various other electric vehicle value-added services should be evaluated separately.

[3] The Future of Self-Driving Technology and the Robotaxi Market

Tesla is planning to test Level 3 autonomous driving (full self-driving) in Austin in June, which can be operated without supervision.
Currently, Level 2 FSD, which requires driver supervision, is being offered in the US market, and if the Austin test is successful, it is expected to gradually expand to other regions such as California.
According to experts, full self-driving technology and the robotaxi business can act as added value to Tesla’s stock price, but the direct effect on the stock price may be limited as the robotaxi business only accounts for about 25% of the total corporate value.
In addition, functionality is being improved through software OTA updates and linked to other business areas such as electric vehicle charging networks to maintain Tesla’s competitiveness.

[4] Political and Economic Factors and Elon Musk’s Influence

Elon Musk’s recent attendance at a town hall event in Wisconsin, where he delivered political messages, also had an impact on the rebound in Tesla’s stock price.
Although these political activities had a short-term stock price rebound effect, they are fundamentally intertwined with structural problems such as poor first-quarter deliveries and weakened consumer sentiment.
In addition, Musk emphasized the possibility of realizing full self-driving in the United States, and argued that Tesla’s various technologies and business divisions are laying the foundation for becoming the world’s largest company in the long term.

[5] Comprehensive Analysis and Future Prospects

The recent drop in Tesla’s stock price appears to be due to short-term anxiety and concerns about the delivery announcement.
However, considering various growth drivers such as the launch of new models, improved OTA services, the development of self-driving technology, and the robotaxi business, there is also the possibility of a rebound after a short-term decline.
Rather than being overly concerned about short-term stock price declines, investors need to carefully examine Tesla’s long-term vision and changes in future growth industries such as electric vehicles, self-driving, and robotaxis.

Summary

Key Points

Tesla’s stock price has plummeted in the short term (down 1.66%, down 7.5% at the start).
Stock price volatility is increasing as consumers await the announcement of first-quarter deliveries and new models (Y, Model 2).
Wall Street experts are concerned about the possibility of declining deliveries in the US, China, and European markets, and forecast that downward pressure may continue rather than a rebound in stock prices.
A fully autonomous driving test without supervision is scheduled for June in Austin, and the future direction of the autonomous driving and robotaxi business is attracting attention.
Elon Musk’s political activities and various business strategies are being evaluated as Tesla’s mid- to long-term growth engines.
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*YouTube Source: [오늘의 테슬라 뉴스]

– 올해 말 테슬라 로보택시 미국 전역 출시 확정! 오스틴 6월 이후 확장한다! 테슬라 -7.5% 하락 이유는? 일론 머스크, 테슬라 시총 1위의 길이 보인다!