Tesla (TSLA) is more suitable for stable allocation. As a global leader with stable profitability and cash flow, its FSD/Robotaxi narrative has long-term potential. Its volatility is controllable and it has strong risk resistance, making it suitable as a long-term core holding.

XPeng (XPEV) has high volatility and risk. While its autonomous driving technology is strong, its profitability is unstable, and it faces pressure from being a China concept stock and sales volume. It is suitable for investors with high-risk tolerance looking to trade rebounds, but positions should not be heavy.

I think for stability, choose Tesla; for a bet on volatility, allocate a small position to XPeng.