Tech Bull Raises Tesla Price Target To $515, Predicts $1 Trillion AI Opportunity Under Trump White House: 'Total Game Changer'
Tech Bull Raises Tesla Price Target To $515, Predicts $1 Trillion AI Opportunity Under Trump White House: 'Total Game Changer'
Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion Wedbush Securities analyst and Tesla Inc (NASDAQ:TSLA) bull Dan Ives said on Sunday that he is raising the price target on the EV giant's stock from $400 to $515.
Wedbush證券分析師、特斯拉公司（納斯達克：TSLA）看漲者Dan Ives在週日表示，他將這家電動車巨頭的股票目標價格從400美元提高至515美元。
What Happened: "...we believe the Trump White House will be a 'total game changer' for the autonomous and AI story for Tesla and Musk over the coming years," Ives said in a post on social media platform X.
"…我們相信特朗普白宮將在未來幾年內爲特斯拉和馬斯克的自動駕駛和人工智能故事帶來『徹底的改變』。" Ives在社交媒體平台X發帖說道。
"Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion."
"看漲情形是2025年達到650美元。人工智能/自動駕駛的機會的價值至少爲1萬億。"
Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion
— Dan Ives (@DivesTech) December 15, 2024
我們將特斯拉的目標價格提高至515美元，因爲我們相信特朗普白宮將在未來幾年內爲特斯拉和馬斯克的自動駕駛和人工智能故事帶來『徹底的改變』。看漲情形是2025年達到650美元。人工智能/自動駕駛的機會的價值至少爲1萬億。
— Dan Ives (@DivesTech) 2024年12月15日
Ives believes Tesla could touch a market cap of $2 trillion by 2025-end with the company's vision for autonomous driving finding a more concrete structure. Wedbush's current price target, however, assumes no value for the company's Optimus humanoid robot which Ives said "could be a major upside catalyst for the Tesla story."
Ives認爲，特斯拉到2025年底的市值可能達到2萬億，因爲公司的自動駕駛願景正在逐步形成。然而，Wedbush目前的目標價格假設該公司的Optimus人形機器人的價值爲零，Ives表示這可能是特斯拉故事的一個重大上行催化劑。
We believe Tesla could reach a $2 trillion market cap by the end of 2025 as the company's autonomous vision starts to take shape. Importantly, our price target conservatively assumes no value today for Optimus which could be a major upside catalyst for the Tesla story
— Dan Ives (@DivesTech) December 15, 2024
我們相信，隨着公司的自動駕駛願景開始成型，特斯拉到2025年底的市值可能達到2萬億。重要的是，我們的目標價格保守地假設目前Optimus的價值爲零，這可能是特斯拉故事的一個重大上行催化劑。
— Dan Ives (@DivesTech) 2024年12月15日
Why It Matters: Tesla stock closed up 4.3% at $436.23 on Friday. The stock is up by around 76% year-to-date, according to data from Benzinga Pro.
爲何這很重要：特斯拉股票在星期五上漲了4.3%，收於436.23美元。根據Benzinga Pro的數據，該股票今年至今上漲約76%。
33 analysts together have a consensus rating of "Buy" on Tesla. Brokerage Stifel gave Tesla a price target of $411 earlier this month while maintaining a "buy rating."
33位分析師共同給予特斯拉的共識評級爲"買入"。券商Stifel本月早些時候爲特斯拉設定的目標價爲411美元，同時維持"買入評級"。
Many, including Ives, are hopeful that Musk's newly forged friendship with President-elect Donald Trump will enable a better environment for the deployment of autonomous vehicles while his other policies against EVs will harm smaller rival players, effectively reducing competition for Tesla.
許多人，包括艾夫斯，對穆斯克與當選總統特朗普新建立的友誼感到樂觀，認爲這將有助於營造更好的環境，以便部署自動駕駛汽車，而他針對電動車的其他政策將對小型競爭對手造成傷害，實際上減少特斯拉的競爭。
Last week, it was reported that a trump transition team responsible for devising a 100-day strategy for automotive policy wants the incoming administration to abolish the requirement to report car crashes if advanced driver assistance or autonomous driving technologies are engaged within 30 seconds of impact. Tesla has been a critic of the requirement.
上週，有報道稱一個特朗普過渡團隊正在負責制定汽車政策的100天策略，他們希望新政府廢除在自動駕駛輔助或自動駕駛技術在撞擊後30秒內啓動的情況下報告車禍的要求。特斯拉一直對這一要求持批評態度。
Musk's Tesla is developing a set of advanced driver assistance features called full self-driving with which it intends to enable vehicle autonomy in due time.
穆斯克的特斯拉正在開發一套稱爲全自駕的先進駕駛輔助功能，計劃在適當的時候實現車輛的自動駕駛。
In November, it was also reported that Trump is planning to end the $7,500 consumer tax credit for purchasing EVs under the Inflation Reduction Act (IRA).
有報道稱，特朗普計劃結束根據《通貨膨脹減免法案》(IRA)購買電動車的7500美元消費者稅收抵免。
"In my view, we should end all government subsidies, including those for EVs, oil and gas," Musk then wrote on X.
"在我看來，我們應該結束所有政府補貼，包括對電動車、石油和燃料幣的補貼，"穆斯克隨後在X上寫道。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下鏈接查看更多Benzinga的未來出行報道。
- Tesla's Cybertruck Production Rate Was Reduced Even Before December's Pause, Says Researcher
- 研究人員表示，特斯拉的Cybertruck生產速度在12月暫停之前就已經降低。
Image via Tesla
圖片來源：特斯拉
譯文內容由第三人軟體翻譯。
