智通财经APP获悉，新能源车股多数走高，截至发稿，特斯拉(TSLA.US)涨超2.5%，蔚来(NIO.US)涨0.4%，小鹏汽车(XPEV.US)涨超1%，理想汽车(LI.US)跌1%。消息面上，Baird将特斯拉评级从“中性”上调至“增持”。该机构认为，尽管特斯拉短期内基本面或有波动，但市场情绪已呈现积极倾向。该行分析师Ben Kallo团队提出，投资界正越来越普遍地将特斯拉视为“实体人工智能”(physical AI)领域的领导者。他们认为，特斯拉未来的核心催化剂包括：下一代Optimus人形机器人的发布、自动驾驶出租车(robotaxi)在美国市场的扩张、更亲民价格车型的推出，以及即将就埃隆·马斯克(Elon Musk)薪酬方案举行的股东投票。
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