💥📈 Wedbush 重申 $TSLA“跑赢大盘”，目标价 600 美元，监管拐点被提前锁定

Wedbush Securities has reaffirmed its Outperform rating on Tesla ($Tesla(TSLA.US)) with a $600 price target. This time, the core rationale given by Dan Ives' team isn't just about products or technology, but about directional changes in the regulatory structure.

1️⃣ The key isn't price, but changes in the "rules layer"
Dan Ives expects that by early 2026, U.S. federal autonomous driving regulations will be significantly relaxed:
— More regulatory power will shift from state governments to federal agencies
— Autonomous driving approval pathways will be unified
— Fragmented state-level restrictions on autonomous driving may be significantly weakened by executive orders
This means $Tesla(TSLA.US) will no longer face "50 sets of rules" but a single, more predictable regulatory framework.
2️⃣ Why this is especially important for $Tesla(TSLA.US)
Autonomous driving isn't a lab problem—it's a scale problem.
With unified regulation:
— Deployment speeds for #FSD and #Robotaxi will be repriced
— Commercialization paths will shift from "local pilots" to "nationwide replication"
— Visibility of software revenue will improve significantly
This is the core variable behind Wedbush's bullish view on $Tesla(TSLA.US).
3️⃣ Valuation logic is shifting
In Dan Ives' framework:
$Tesla(TSLA.US)'s valuation anchor is shifting from "auto manufacturing" to:
— Autonomous driving software
— Robotaxi networks
— Real-world scaling of #AI
Once regulations loosen, valuation restructuring won't be linear—it'll be exponential.
4️⃣ Disagreements remain, but the window is approaching
The market still debates:
"When will the rules really change?"
Wedbush's judgment:
By around 2026, the direction will be clearly locked in.
What do you think will truly trigger $Tesla(TSLA.US)'s next revaluation—regulatory unification or the first scaled Robotaxi city?

📬 Continuously tracking $Tesla(TSLA.US)'s key regulatory and industry inflection points in #AutonomousDriving, #Robotaxi, and #AI commercialization—focusing on the full process from rule changes to valuation restructuring.

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