Tesla Could Touch $2 Trillion Market Cap By End Of 2025, Says Tech Bull: FSD, Robotaxis, And Cybercab 'Keys' For EV Giant
Tesla Could Touch $2 Trillion Market Cap By End Of 2025, Says Tech Bull: FSD, Robotaxis, And Cybercab 'Keys' For EV Giant
The analyst also said that he believes Musk will play a key role in the U.S.-China tariff negotiations next year. Musk's involvement, he said, should enable Apple, Tesla, and Nvidia to "get carve-outs in this game of high-stakes poker between DC and Beijing."Wedbush Securities analyst Dan Ives sees EV giant Tesla Inc (NASDAQ:TSLA) achieving a $2 trillion market cap by 2025-end in a bull case scenario.
Wedbush證券分析師丹·艾夫斯認爲，電動車巨頭特斯拉公司（納斯達克：TSLA）在樂觀的情況下到2025年底將實現2萬億美元的市值。
What Happened: "We believe with the autonomous story at Tesla worth $1 trillion alone that in a bull case scenario by the end of 2025, Tesla could achieve a $2 trillion market cap threshold," Ives said. "FSD, autonomous, and the launch of Cybercab for early 2026 are keys for Tesla."
發生了什麼："我們相信，特斯拉的自動駕駛故事本身就值得1萬億，而在牛市情景下，到2025年底，特斯拉可能實現2萬億的市值閾值，"Ives說。"完全自動駕駛、自動駕駛以及2026年初推出的Cybercab是特斯拉的關鍵。"
Wedbush currently has a $400 price target on Tesla with an "outperform" rating.
Wedbush目前對特斯拉的目標價爲400美元，評級爲"跑贏大盤"。
The analyst also said that he believes Musk will play a key role in the U.S.-China tariff negotiations next year. Musk's involvement, he said, should enable Apple, Tesla, and Nvidia to "get carve-outs in this game of high-stakes poker between DC and Beijing."
分析師還表示，他認爲馬斯克將在明年的美中關稅談判中發揮關鍵作用。他說，馬斯克的參與應該能讓蘋果、特斯拉和英偉達在這場華盛頓和北京之間的高風險撲克遊戲中"獲得讓步"。
Other Predictions: Ives also made eight other projections for the tech sector in 2025, adding that he expects tech mergers and acquisitions to increase by over 50% in terms of public deal-making given that financial buyers and strategic tech players seem interested in fields including software, cyber security, AI infrastructure, and consumer technology.
其他預測：Ives還對2025年的科技板塊做出了其他八項預測，並表示他預計科技併購交易將在公開交易方面增加超過50%，因爲金融買家和戰略科技參與者似乎對軟件、網絡安全、人工智能基礎設施和消費科技等領域感興趣。
He also expects tech stocks to be up by another 25% in 2025 and for Apple Inc. (NASDAQ:AAPL), Nvidia Corp. (NASDAQ:NVDA), and Microsoft Corp. (NASDAQ:MSFT) to join the exclusive $4 trillion market cap club as the "AI revolution" moves into its next gear of growth.
他還預計，科技股票在2025年將再上漲25%，並且預計蘋果公司（納斯達克：AAPL）、英偉達公司（納斯達克：NVDA）和微軟公司（納斯達克：MSFT）將加入獨特的4萬億市值俱樂部，因爲"人工智能革命"進入下一個增長階段。
Ives is also optimistic about Palantir Technologies Inc. (NASDAQ:PLTR), which he deems to be the most underappreciated tech name.
Ives對Palantir Technologies Inc.（納斯達克：PLTR）也持樂觀態度，他認爲這是最被低估的科技公司。
"We believe 2025 will be another breakout year as its flagship AIP (artificial intelligence platform) product transforms AI use cases within enterprises... with the Messi of AI potentially the next Oracle (Corp)," he said about Palantir.
"我們相信2025將是另一個突破年，因爲其旗艦人工智能平台（人工智能平台）產品正在轉變企業內的人工智能使用案例……而人工智能的梅西可能是下一個Oracle（CORP），"他對Palantir表示。
The Wedbush analyst is also positive on iPhone sales and expects Apple to ship more than 240 million iPhones in 2025, breaking previous records.
Wedbush的分析師對iPhone銷售也持樂觀態度，預計蘋果在2025年將出貨超過24000萬部iPhone，打破之前的記錄。
We just published our annual Top 10 Christmas Wish List for the Tech Sector in 2025 pic.twitter.com/3udicr0J7h
— Dan Ives (@DivesTech) December 11, 2024
我們剛剛發佈了2025年科技板塊的年度十大聖誕願望清單 pic.twitter.com/3udicr0J7h
— Dan Ives (@DivesTech) 2024年12月11日