● Trump Threatens Tesla’s Robotaxi Dominance
Tesla’s Performance and Stock Fluctuations, Tariff Issues, and Hot Prospects for the Autonomous Driving Market
[1] Tesla’s Stock Price and Performance Status
Tesla’s stock price recently closed at 267.4, down 5.52%.
The weekly volatility is -2.14%, and it is showing a difficult short-term trend with a 4.24% decrease in one month.
On a 6-month basis, it increased by 3.95%, but it has decreased by -33.81 since January 1, 2025.
The MDD (Maximum Drawdown) was recorded at 45.2%, and it needs to rise approximately 82.78% to reach its previous high of 480.
[2] Impact of Tariff Issues on the Market
With the announcement of tariffs by U.S. President Trump, concerns about an economic recession and a stock market crash began on Wall Street.
Major indices such as the Dow Jones and Nasdaq fell by 4-6% respectively, and the anxiety and fear index (VIX) rose by more than 40%.
It is suggested that Apple’s net profit could also be impacted by 14% due to tariff issues.
Tesla is also not completely free from the impact of tariffs, facing difficulties in its energy business sector.
[3] Tesla’s Energy Business and Global Production Strategy
Tesla’s electric vehicle deliveries fell short of the target for the first quarter of 2025 by 10.83%, resulting in disappointing results.
However, the energy sector is showing positive growth, increasing by 156% compared to the same period last year.
The operation of the Shanghai Megafactory and the expansion of production and overseas exports of electrical storage systems are noteworthy.
Efforts to avoid tariff issues by rapidly operating the LFP battery factory in the U.S. are also being considered.
[4] Autonomous Driving Technology and Tesla’s Market Leadership
Tesla has strong competitiveness in the autonomous driving field by securing a large amount of road driving data with its Level 2+ autonomous driving system.
It provides driving assistance functions based on its own judgment, showing natural responses even in accident-prone situations.
Specifically, videos are being shared of vehicles safely driving on their own judgment in road change sections.
However, opinions are divided on the camera-based system without LiDAR, and discussions are ongoing comparing it to other companies such as Waymo.
[5] Autonomous Driving Accidents and Global Competition
The issue of safety in autonomous driving technology is being pointed out through cases of autonomous driving accidents involving Xiaomi electric vehicles in China.
Global companies like Tesla are in a situation where they must manage the risk of accidents along with the announcement of autonomous driving technology.
Wall Street analysts evaluate that Tesla is focusing on building new revenue models such as unmanned robo-taxis and autonomous driving software subscription services.
In addition, the development of autonomous driving technology is expected to be an important game-changer in the competitive landscape with other companies such as Uber and Waymo.
[6] Tesla’s Strategy and Future Response Plans
Tesla is exploring various ways to overcome tariff issues in the U.S., such as establishing a U.S. factory and applying for tariff exemptions.
At the same time, expanding exports to markets outside the U.S. through the Shanghai Megafactory is emerging as a major strategy.
The launch of robo-taxis and the market response to it, which will be announced in June, will have a significant impact on Tesla’s value.
Investors are closely watching Tesla’s stock price volatility, along with advancements in autonomous driving technology and uncertainty in the overall global economy.
Tesla is focusing on building new revenue models such as the energy sector and autonomous driving technology amid economic uncertainty, including recent stock price declines and tariff issues.
Wall Street analysts evaluate Tesla’s autonomous driving system as a market leader, and the launch of robo-taxis and overseas export expansion are expected to be key to future stock price recovery.
Despite tariff issues and intensifying competition, Tesla is expected to pursue continuous growth through expanding factories in the U.S. and global strategies.
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– 유일하게 성장하던 테슬라 사업, 트럼프가 막아 섰다? 156% 성장 이후의 대책은? 테슬라 유일한 로보택시 승자 아니다 ? 자율주행 리더는 누구 ?
