Tianfeng International analyst Guo Mingchi stated that some investors hold an optimistic attitude towards Tesla's plan to release Robotaxi service on October 10. However, the latest supply chain survey shows that Tesla's Robotaxi is expected to start mass production only in the first quarter of 2027. The form of Robotaxi service may include self-driving vehicles or utilizing existing Tesla owners' cars, but the key is that the company's FSD system needs to meet government requirements in order to operate unmanned taxi services. Currently, Tesla is considered to have the hardware design and production capabilities required to manufacture Robotaxi, but the delay in production time may mean that the FSD system will not meet government requirements until after 2026. In the long run, the trend of self-driving taxis is worth looking forward to, but short-term stock price fluctuations may not rise significantly as expected.