Tesla has made another big move. On December 13th Eastern Time, Tesla announced an increase in the price of the Model S All Wheel Drive (AWD) version from $74990 to $79990, and the Model S Performance Edition (Plaid) from $89990 to $94990, both by $5000.
At the market level, Tesla's stock price surged by over 4% overnight at the close of the US stock market, reaching a new historical high. Its total market value surged by $58.2 billion (approximately RMB 420 billion) in a single day. On the news front, the Trump transition team suggests lifting the requirement for car manufacturers to report accidents that occur when vehicles use advanced driving assistance systems such as adaptive cruise control. Some analysts suggest that this is clearly advantageous for Tesla.
Currently, Wall Street's outlook for Tesla is becoming increasingly optimistic. In the past few days, institutions including Goldman Sachs, Deutsche Bank, Bank of America, Morgan Stanley, and others have raised Tesla's target price, citing Musk's close relationship with the Trump administration and Tesla's leading position in the field of autonomous driving.
It should be pointed out that the prices of Tesla's best-selling Model 3 and Model Y have not increased accordingly. From January to November 2024, Tesla's cumulative sales in the North American market were 553100 units, mainly due to the Model Y and Model 3.
In contrast, the sales of Model S and Model X are relatively low. The Model S, which has increased in price this time, has a monthly sales volume of approximately 1000-2000 units in the North American market, with a cumulative sales volume of 14400 units from January to November this year.