Famous technology analyst: Tesla's autonomous driving business will significantly boost operating profit
Famous technology analyst Gene Munster stated that Tesla's autonomous driving business is expected to significantly increase operating profit by the end of this decade, with a growth rate potentially reaching 10%-155%. As investors' confidence in Tesla's future success grows, the stock price has also risen. The U.S. government plans to prioritize the federal framework for autonomous vehicles, which will benefit Tesla's development. Munster believes that Tesla has a unique advantage in the autonomous taxi industry and may capture 30% of the market share by 2030
According to Zhitong Finance APP, in recent weeks, investors' confidence in Tesla (TSLA.US) achieving further success has been steadily increasing, driving up Tesla's stock price. Previously, informed sources revealed that the team of elected President Trump plans to prioritize "building a federal framework for fully autonomous driving (FSD) vehicles" as one of the priorities of the U.S. Department of Transportation, which is expected to benefit Tesla.
It is reported that under the current federal regulations, companies wishing to deploy vehicles without steering wheels or brakes on a large scale face significant obstacles, and Tesla is one of them. Although the U.S. Department of Transportation can issue rules through the National Highway Traffic Safety Administration (NHTSA) to facilitate the operation of autonomous vehicles, congressional legislation would pave the way for the large-scale adoption of autonomous vehicles. Informed sources stated that a bipartisan legislative measure under discussion would establish federal regulations regarding autonomous vehicles. If new regulations make FSD vehicles possible, then Tesla CEO and major Trump donor Elon Musk would directly benefit, as he has staked Tesla's future on autonomous driving and artificial intelligence technologies.
Currently, the market generally believes that the unsupervised FSD approval path is easier to navigate, although there is no guarantee of final approval. Renowned technology analyst and managing partner of Deepwater Asset Management Gene Munster stated that Tesla holds a unique position in the autonomous taxi industry because the company can achieve autonomy through a combination of light asset and heavy asset business models.
Gene Munster believes that by the end of this decade, Tesla's operating profit will significantly increase, potentially growing by 10%-155%, depending on which model Tesla adopts. He believes that under the light asset model, Tesla will capture 30% of the autonomous driving market by 2030, with the autonomous driving business contributing 40% of Tesla's operating profit; while under the heavy asset model (similar to Waymo's autonomous vehicle fleet model), Tesla's operating profit will grow by 62%