Will Musk's new position bring "political benefits" to Tesla?
With Trump appointing Musk as the head of the new government efficiency position, Tesla rose slightly on Wednesday, but the market is full of doubts about whether Musk's "cross-border" politics will affect Tesla's future development.
Tesla's stock price has risen "rocket-like", prompting bullish analysts to remind: bubble risks cannot be ignored.
① Tesla's market cap increased by nearly 250 billion USD within a week, with the stock price reaching its highest level since April 2022; ② Analysts remind investors to be cautious, as Tesla's stock price is rising too quickly, surpassing the target prices of most investment banks; ③ There is significant controversy over Tesla's valuation, with a large gap in target prices among investment banks, and the current valuation is described as 'extremely exaggerated.'
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Nvidia To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Thursday
After successfully backing Trump, can Musk's "Robotaxi project" finally come to fruition?
As Tesla's electric vehicle sales stabilize this year, CEO Musk is increasingly betting the company's future on the vision of self-driving car robotaxis. However, there are still significant technical and regulatory obstacles for this electric vehicle giant to achieve these visions.
Tesla Is Maintained at Hold by Jefferies