I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai
Robotaxi Moment: Will 2026 Be Tesla’s True Breakout Year?
Morgan Stanley’s latest report outlines an explosive outlook for autonomous driving by 2026, projecting that 33 U.S. cities will roll out commercial robotaxi services. The firm calls 2026 the “singularity moment” for the autonomous driving industry. Future landscape will be dominated by Waymo and Tesla, forming a dual-oligopoly defined by safety vs. cost. Morgan Stanley also warns that this trend could directly threaten the ride-hailing businesses and valuations of Uber and Lyft. Has Tesla’s robotaxi story already been priced in? Tesla vs. Waymo competition, who do you think will win?
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