Tesla's Autopilot investigation delay boosts stock price; can Robotaxi break the new energy sales dilemma?

Question

【CryptoWorld】Tesla regulatory investigation takes a turn. The National Highway Traffic Safety Administration (NHTSA) recently agreed to extend the deadline for Tesla’s response to the “Full Self-Driving” technology investigation by five weeks, until February 23. Following this news, Tesla’s stock price saw a slight increase.

Speaking of this investigation, it actually originated from a probe launched in October 2025. At that time, reports indicated that Tesla vehicles were suspected of running red lights and causing traffic accidents, which drew the attention of regulators. Although a buffer period has now been granted, the underlying story is even more worth noting—what is Tesla up to?

According to analyst observations, Tesla is currently ramping up testing and deployment of Robotaxi (autonomous taxis). This is not a casual move. Currently, sales of new energy vehicles are facing downward pressure, and many industry insiders are pondering where the breakthrough might come from. Robotaxi is seen by many as a new revenue growth point—once it matures and is implemented, its commercial potential could be significant.

As for the market outlook? Currently, analysts’ ratings for Tesla stock remain “Hold,” indicating that while the market is watching the progress, it remains cautious. After all, from the investigation extension to product commercialization, there are still many uncertainties to digest.

TerraNeverForget · Accepted Answer

Ha, delaying five weeks to boost the market? I think this is just giving Robotaxi more time, anyway, running red lights has been going on for more than a day or two.

Wait, with the decline in new energy vehicle sales, are we still hoping that driverless taxis will save the day? That logic is a bit too absolute.

Regulatory authorities are also quite interesting. They said safety first, but then they give extensions right after—really treating consumers like fools.

If Robotaxi really takes off, that would be satisfying, but the prerequisite is to avoid all those messy accidents.

Postponing investigations and the stock price going up—this move feels "familiar" to me. Blame the market for being too greedy.

Honestly, I just want to know, when can we really trust FSD? This delay after delay...

MetaverseVagabond · Answer

It's the same trick again—delaying = trading time for space. Just keep testing Robotaxi; anyway, regulators can't rush it.

MonkeySeeMonkeyDo · Answer

Postponing the investigation by five weeks? Is this guy trying to buy more time to refine the robotaxi, or is he just employing a delaying tactic?

ResearchChadButBroke · Answer

Ha, both delays and stock price increases happen again. I know this routine too well. Can Robotaxi really save Tesla? I have my doubts.

They can even check if you run a red light, and still have the nerve to say full autonomous driving is ready? That's funny.

Five weeks, what can you do in that time? Just make a few more PPT presentations.

Relying on a Robotaxi to turn around the decline in new energy vehicle sales is overthinking, brother.

Delay in investigation = someone is speaking behind the scenes. This market has never been driven solely by technology.

Robotaxi won't succeed, and Tesla's stock will still fall. Don't be fooled by the stock price increase.

By the way, the regulatory authorities are quite cooperative, truly impressive.

They haven't even figured out how to make a profit from the taxi model, and now they're hyping it up.

Why does it seem like Tesla is just living off storytelling? How many have actually been implemented?

SandwichHunter · Answer

Delaying is just a matter of buying time, how many times has Musk used this trick?

If Robotaxi were truly feasible, it wouldn't be news anymore. Anything said now is just pointless.

Investigations into running red lights can be delayed, the regulatory力度 is indeed interesting.

Let's see if Robotaxi can truly become commercialized; everything else is just虚的.

A five-week delay in investigation can boost the stock price? That's way too easy.

With declining sales of new energy vehicles, relying on autonomous taxis to save the market? Dream on.

Musk is once again playing the "buy time" game. I'll just watch and see.

Cars running red lights still need testing; where has safety gone?

Rising stock prices are just seen as good news; retail investors are still too naive.

The commercialization of Robotaxi is still far off; first, solve the red light running issue.

LeverageAddict · Answer

Haha, another delay. Elon Musk's tricks are really slick.

Robotaxi hasn't even appeared yet, but the stock price has already risen. This is the real skill of cutting leeks.

Dare to run red lights, FSD is really full of paternalistic attitude.

Investigations delayed by five weeks? Giving enough time to craft a new story.

New energy vehicle sales are a flop, yet they still rely on a taxi that is still in testing. Magical.

Tesla's move this time is indeed cunning, regulators are also surprisingly lenient.

The question is, is the technology not fully ready yet? Should we wait a bit longer?

If Robotaxi really becomes a thing, I’ll eat shit. Anyway, right now it’s just air.

What does this delay mean? It means regulators also have no way to handle him.

Selling concepts is their specialty, Tesla is truly a master at it.

FantasyGuardian · Answer

Haha, a five-week delay, is this to give Musk more time to debug? If Robotaxi really gets running, running a red light won't be a problem anymore.

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Is a delay really a positive? I think it's betting on the Robotaxi card. With new energy vehicle sales so poor, it really depends on this to turn things around.

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So the regulatory authorities are just cooperating like this? Five weeks can fix all the bugs in autonomous driving? Just thinking about it makes me give up.

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Tesla's move is a bit showy; the investigation delay actually boosted the stock price. The capital market just eats this up.

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Robotaxi probably won't be the savior; the core issue is that electric vehicle saturation has been reached. Changing the concept won't solve the sales dilemma.

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They haven't fixed the bugs for running a red light, and now they're starting to hype the future of Robotaxi? Isn't this logic backwards?

AirdropHunterWang · Answer

Haha, the regulatory authorities are also drunk. Extending the deadline by five weeks can only be a quick fix? I think Tesla's move is a gamble that Robotaxi can turn the tide.

Extension? I see it as Elon Musk being given time. If Robotaxi really can be implemented, then sales volume is the real issue.

Investigations into running red lights can also be delayed; I see through this routine... But if Robotaxi really becomes the key to breaking through in new energy, then that's truly impressive.

Instead of waiting for the investigation results, it's better to quickly launch Robotaxi. Anyway, sales of new energy vehicles are no longer moving.

Five weeks—what can you do in that time? Feels like a delaying tactic. Once Robotaxi makes some progress, the story will be over.

Tesla is still smart enough—dealing with regulators with one hand and pushing Robotaxi with the other. The rhythm is impressive.

As for the investigation delay, honestly, it's just giving a buffer time to bet on Robotaxi. Let's see if this move can save the situation.

Tesla's Autopilot investigation delay boosts stock price; can Robotaxi break the new energy sales dilemma?

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