TSLA
Tesla
-- 454.130 NVDA
NVIDIA
-- 139.930 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 テスラ、時価総額で世界5割を制覇！2025年、覇権進む？業界地図どう変わるか
Since Mr. Trump's victory in the presidential election in 2024, $Tesla (TSLA.US)$ Stock prices have soared, reaching a staggering 90% increase in barely two months. rate of .
As of December 24th,Tesla's Market Cap reached $1.48 trillion.、Occupying half of the market capitalization of the world's auto manufacturers.surpassing the total of the next 29 companies on the list. The other top 4 companies on the list are, $Toyota Motor (7203.JP)$、 $BYD COMPANY (01211.HK)$、 $XIAOMI-W (01810.HK)$、 $Ferrari (RACE.US)$It is.
According to analysts, In the next three years, it is an important period for the smartification of electric vehicles to advance.being a specialist in NAND only. $Tesla (TSLA.US)$It is the central driving force.By 2025, Tesla's FSD (Full Self-Driving) is expected to mark a major global turning point, leading the way for the entire new energy vehicle industry to transition into the era of smartification.It is expected that the new energy vehicle industry will officially enter the era of smartification.In other words, the key to the future sustainable development of electric vehicles lies in Smartization.
In other words,The key to the future sustainable development of electric vehicles is in Smartization.After automobiles are electrified, their products have becomesimilar to electronic productsTaking smartphones as an example, the current competitive situation is characterized by stratification, and the most important reason is the smart experience brought by the integration of software and hardware.
From an industrial cycle perspective,the next three years will be a crucial period in the evolution of smart technology.Currently,the first half of the development of New Energy Vehicles has almost come to a closeHowever,The penetration rate of smartization is not yet high.In the next few years,With the accelerated application of Artificial Intelligence (AI), electric vehicles are entering an important period of evolution towards smartization.It is expected that electric vehicles will enter an important period of evolution towards smartization as the application of Artificial Intelligence (AI) accelerates.It is expected.
Will the new models in 2025 bring a new wave to the market?
Tesla officially sets 2025 as the year of new product announcements.、2025年上半期に「Model Q」と呼ばれる新型車を発表する計画が明らかにした。このモデルは補助金控除後の価格が0.03 millionドル未満に設定され、米国の電気自動車税控除政策が撤廃された場合の販売価格は37,499ドルとなる。また、2025年下半期には、テスラは市場規模を拡大するため、さらなる新型車も発表する予定だ。
●2025年、テスラのFSDが世界の覇道を切り拓く転機に？
アナリストによれば、From 2025, FSD (Fully Self-Driving) is expected to achieve a level of safety that surpasses human driving.Currently, the safety level of Tesla vehicles far exceeds the average vehicle safety level in the USA. According to Tesla's own calculations, by the second quarter of 2025, FSD is expected to surpass human driving in safety. Additionally, by 2025, it will be possible to achieve the new version of FSD features in existing vehicles.
And,Due to the evolution of AI,、FSD updates are entering an important period.According to overseas media reports, recently some owners have received the most powerful FSD V13.2 update in Tesla's history. This update includes many significant improvements compared to V12, allowing FSD to be initiated directly in parking lots without pre-set navigation, and the performance is 5-10 times that of the previous generation.倍has been achieved.
It is noteworthy that for the realization of Self-Driving Cars, especially L4 level Robotaxi, policy support is necessary.After President Trump took office, the policy barriers to achieving self-driving cars have been significantly reduced.It is expected that the easing of policy barriers is crucial, particularly in the realization of Robotaxi based on Model 3 and Model Y in California and Texas by 2025, with a full deployment planned for 2026, as previously announced by Mr. Musk. This will be a significant tailwind.
Thus, Tesla is entering an important year, and as a result, its impact may lead to benefits for Tesla's supply chain.There is a possibility that Tesla's supply chain may benefit as a result.Specifically, $NVIDIA (NVDA.US)$ 、 $Alphabet-C (GOOG.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Texas Instruments (TXN.US)$ 、 $AT&T (T.US)$ 、 $ON Semiconductor (ON.US)$ 、 $Intel (INTC.US)$Many important stocks are included, such as New Energy Vehicles and Artificial Intelligence (AI).
●Will humanoid robots also make a leap?
Furthermore, humanoid robots are an evolution of the electrification of smart cars. According to the latest development from Tesla, humanoid robots can achieve 22 degrees of freedom, twice the traditional level. $Tesla (TSLA.US)$The ability to deploy this kind of technology on a large scale is unique to the company.Furthermore, the development of Artificial Intelligence (AI) is expected to bring revolutionary changes to the humanoid robot industry.Revolutionary changes are expected to occur in the humanoid robot industry due to the advancement of Artificial Intelligence (AI).and are expected.
Source: MOOMOO, PACIFIC SECURITIES, Companies market cap
This article uses automatic translation in part.
moomoo News: Sherry
This article uses automatic translation in part.
moomoo News: Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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