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证券分析师丹·艾夫斯认为，电动车巨头特斯拉公司（纳斯达克：TSLA）在乐观的情况下到2025年底将实现2万亿美元的市值。
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."
发生了什么："我们相信，特斯拉的自动驾驶故事本身就值得1万亿，而在牛市情景下，到2025年底，特斯拉可能实现2万亿的市值阈值，"Ives说。"完全自动驾驶、自动驾驶以及2026年初推出的Cybercab是特斯拉的关键。"
Wedbush currently has a $400 price target on Tesla with an "outperform" rating.
Wedbush目前对特斯拉的目标价为400美元，评级为"跑赢大盘"。
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."
分析师还表示，他认为马斯克将在明年的美中关税谈判中发挥关键作用。他说，马斯克的参与应该能让苹果、特斯拉和英伟达在这场华盛顿和北京之间的高风险扑克游戏中"获得让步"。
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.
其他预测：Ives还对2025年的科技板块做出了其他八项预测，并表示他预计科技并购交易将在公开交易方面增加超过50%，因为金融买家和战略科技参与者似乎对软件、网络安全、人工智能基础设施和消费科技等领域感兴趣。
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.
他还预计，科技股票在2025年将再上涨25%，并且预计苹果公司（纳斯达克：AAPL）、英伟达公司（纳斯达克：NVDA）和微软公司（纳斯达克：MSFT）将加入独特的4万亿市值俱乐部，因为"人工智能革命"进入下一个增长阶段。
Ives is also optimistic about Palantir Technologies Inc. (NASDAQ:PLTR), which he deems to be the most underappreciated tech name.
Ives对Palantir Technologies Inc.（纳斯达克：PLTR）也持乐观态度，他认为这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.
"我们相信2025将是另一个突破年，因为其旗舰人工智能平台（人工智能平台）产品正在转变企业内的人工智能使用案例……而人工智能的梅西可能是下一个Oracle（CORP），"他对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的分析师对iPhone销售也持乐观态度，预计苹果在2025年将出货超过24000万部iPhone，打破之前的记录。
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
我们刚刚发布了2025年科技板块的年度十大圣诞愿望清单 pic.twitter.com/3udicr0J7h
— Dan Ives (@DivesTech) 2024年12月11日
