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Wade Bush analyst Dan Ives: We expect Tesla self-driving taxis to enter more than 30 US cities in 2026. We estimate that the artificial intelligence and autonomous driving business alone can create at least $1 trillion in value space for Tesla; furthermore, with federal regulatory obstacles faced by the Musk team in the field of fully autonomous driving and autonomous driving in the past few years, it is expected that these core projects of Tesla will be drastically lifted during the Trump administration. In the next 3 to 6 months, Tesla's core projects are expected to be fully accelerated.

智通財經·12/15/2025 13:17:08
語音播報
Wade Bush analyst Dan Ives: We expect Tesla self-driving taxis to enter more than 30 US cities in 2026. We estimate that the artificial intelligence and autonomous driving business alone can create at least $1 trillion in value space for Tesla; furthermore, with federal regulatory obstacles faced by the Musk team in the field of fully autonomous driving and autonomous driving in the past few years, it is expected that these core projects of Tesla will be drastically lifted during the Trump administration. In the next 3 to 6 months, Tesla's core projects are expected to be fully accelerated.