Tesla stock reaches a new high, up 70% since the Trump administration, bolstered by the surge in the Chinese market.

Tesla stock hit a historical high and closed at $424.77 per share. Since Donald Trump's presidential election victory, the company's stock price has risen by about 70%, with strong sales performance in the Chinese market providing further tailwinds. In the first week of December, 21,900 units were sold in China, supported by an active promotion strategy.
Furthermore, the possibility of the next administration relaxing regulations on self-driving technology and Robotaxi business has further bolstered investor sentiment. Analysts predict that Tesla stock could reach $504 in the long term, hinting at a new era of growth.

Tesla has significantly expanded its sales performance in the Chinese market, further strengthening its presence in the country. In the first week of December, it achieved a record sales volume of 21,900 units, showing strong growth by selling 73,000 units in November. This was supported by aggressive marketing strategies such as 0% interest loans for 5 years and a 10,000 yuan cash incentive for Model Y buyers. These initiatives play an important role in establishing a competitive advantage in the world's largest EV market, China.
From a unique perspective, success in the Chinese market for Tesla is not solely due to the power of promotions. Local government EV promotion policies also have a significant impact. Through strengthened environmental regulations and continued subsidies, Tesla is securing its share in the high-priced EV market while competing fiercely with emerging companies. These elements interact in a complex way, indicating the potential for Tesla to sustain its growth in the Chinese market.

After the Trump administration, Tesla's stock has surged by about 70% since Donald Trump was elected as the next president. This surge is attributed to the expectations that regulatory easing by the Trump administration would improve the company's business environment. Additionally, Elon Musk anticipated the impact of the new administration and made quick management decisions based on it, further boosting the stock price. This situation vividly demonstrates how a CEO's foresight and strategic decision-making directly impact corporate value.
According to independent analysis, this stock price increase is not merely due to political influences. Tesla's technological innovations, particularly the progress in Full Self-Driving (FSD) and the development plans for Robotaxi services, have led investors to have long-term growth expectations. As pointed out by strategist Katie Stockton, the all-time high updates are seen as signs of a technical breakout, hinting at a path for further stock price increase.

Tesla's Full Self-Driving (FSD) Software and Robotaxi services are crucial elements shaping the company's future. Analysts have indicated the possibility of the next administration taking a more favorable stance towards these technologies, raising expectations for accelerated market entry due to regulatory easing. If this development materializes, Tesla could transform from just an EV manufacturer to a game-changer in transportation infrastructure.
However, this field is closely related not only to technical challenges but also to ethical issues and legal regulations. For instance, achieving Robotaxi requires essential safety verification and collaboration with local communities. On the other hand, overcoming these obstacles could lead to significant market opportunities. With the widespread adoption of FSD and Robotaxi, Tesla's revenue structure is expected to transition from a sales model-centric approach to a service-oriented one, strengthening the foundation for sustainable growth.