--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39994802.md" description: "🚨🔥 $Tesla(TSLA.US) target price points directly to $510: FSD European advancement + Chinese demand surge, valuation logic is being rewrittenCantor Fitzgerald recently reiterated its $510 target price for $Tesla(TSLA.US), with the core rationale focusing on two simultaneously unfolding variables: FSD progress in Europe and the strength of demand in the Chinese market.In the Chinese market, the Model Y maintained its top sales position in March despite a price increase. This data is used to verify the resilience of demand, showing that sales can still lead even at higher price points.Meanwhile, the advancement of FSD in Europe is seen as another key development. As regulatory processes gradually unfold, the regional expansion of autonomous driving features is beginning to enter the practical implementation stage.The core judgment in the report is not on short-term sales, but on changes to the business model.Traditional automotive business is primarily hardware sales-driven, while the current narrative is shifting towards software-driven. Autonomous driving capability is seen as the most critical variable within this; once scaled and implemented, it will change the revenue structure and profit sources.This logic means that valuation is no longer based solely on delivery volume, but begins to consider software revenue and long-term subscription potential more heavily.The current market focus is shifting from "how many cars are sold" to "how much long-term value each car can generate."" datetime: "2026-04-17T11:02:25.000Z" locales: - [en](https://longbridge.com/en/topics/39994802.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39994802.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39994802.md) author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)" --- # 🚨🔥 $Tesla(TSLA.US) target price points directly … ### Related Stocks - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md)