BYD Company Limited is opening the era of intelligent driving for all with the "Eye of God"! Detroit and Tesla don't have much time left.

Recently, the Efficiency Department of the US government led by Musk (referred to as DOGE) has been "ruthless" in the federal government. Musk leads the young team of DOGE to conduct a deep investigation into the corruption in multiple federal government departments in the US and may even eliminate some departments, leading to a collective condemnation from US civil servants, the Democratic Party, and the Republican financial factions that are not part of the MAGA camp, demanding that Trump restrain Musk. The sale of Tesla, Inc. (TSLA.US) stocks is also a response from these financial factions and their followers, as well as so-called "old-school political forces" in the US government against Musk, causing Tesla, Inc. stock prices to plummet by over 6% on Tuesday, nearly 20% since February. More importantly, Chinese car giant BYD Company Limited released a new "super move" in intelligent driving called "Eye of Heaven" on Monday, which further intensifies the competition in intelligent driving for Tesla, Inc., especially in its important market China. This led to a significant drop in Tesla, Inc. stock price on Tuesday, plunging over 7%. Compared to the enhanced version of automatic driving assistance in the Chinese market that lags behind North America called Enhanced Autopilot (EAP), and Tesla, Inc. Model series with EAP priced at over 200,000 RMB, BYD Company Limited completely breaks the competition pattern of "intelligent driving equals high prices" in the electric vehicle market. The EAP system of Tesla, Inc. does not have a cost advantage compared to many new electric vehicle forces in the Chinese intelligent driving market, including vehicles with BYD's intelligent driving systems. The pattern in the automotive market where "intelligent driving equals high prices" is being broken by BYD Company Limited. In a recent important event with the theme of "equality in intelligent driving", BYD Company Limited announced that all models above 100,000 RMB will be equipped with the high-level intelligent driving system Eye of Heaven, and even models like the Seagull with a starting price of around 70,000 RMB will be equipped with Eye of Heaven. BYD Company Limited's Eye of Heaven marks the beginning of a new era of intelligent driving for everyone. It is known that on the evening of February 10th, BYD Company Limited's high-level intelligent driving system "Eye of Heaven" was released in a shocking manner, with three versions, with the three laser version mainly installed on the Yangwang model. Wang Chuanfu, the chairman of BYD Company Limited, stated that the Eye of Heaven high-level intelligent driving can achieve full speed 0 takeover. The entire series of 21 models from BYD Company Limited will be equipped with the Eye of Heaven high-level intelligent driving system, with models in the 200,000 RMB range, the 150,000 RMB range, and the 100,000 RMB range being fully equipped, and most models under 100,000 RMB being equipped. This is also why Wall Street financial giant Morgan Stanley, after watching the entire Eye of Heaven release event from BYD Company Limited, believes that the time for the Detroit Big Three carmakers and the electric vehicle leader Tesla, Inc. to react to "universal intelligent driving" is running out. Although under the "Made in America" policy led by the Trump administration, the market share of the Detroit Big ThreeFord Motor Company, General Motors Company, and Stellantis in the US auto market is expected to remain stable, these three giants may face continuous erosion of sales in China by the electric vehicle forces led by BYD Company Limited, thereby continuously reducing the market value of these three car companies. After all, with a price of around 100,000 RMB and equipped with an intelligent driving system, it is very appealing to most Chinese consumers. For the global electric vehicle leader Tesla, Inc., accelerating its advancement in the Chinese market with Musk's proud "Fully Autonomous Driving" (FSD) that requires no human intervention, as well as Robotaxi based on a fully unmanned driving system, Tesla, Inc. is expected to continue to expand its market share in the electric vehicle market in China, thereby continuously raising its total market value, even reaching 2 trillion USD. However, compared to the electric vehicles of BYD Company Limited that are affordable and equipped with the "Eye of Heaven" intelligent driving system, Tesla, Inc. may not be the first choice for most Chinese consumers. It is reported that the first 21 models equipped with the "Eye of Heaven" artificial intelligence high-level intelligent driving system were launched simultaneously. BYD Company Limited officially announced that they will not raise prices despite the addition of this new system. It is worth noting that the cheapest model under BYD Company Limited will also be equipped with the high-level intelligent driving system. BYD Company Limited was the first to promote intelligent driving to the A00-class vehicles below 70,000 RMB, which is significant for the domestic car market, especially for Tesla, Inc., which is committed to introducing FSD into China but has much higher prices, it is undoubtedly like dropping a "super nuclear bomb". In addition, it is worth noting that Yang Dongsheng, Senior Vice President of BYD Company Limited and Director of the Automotive New Technology Research Institute, announced at the event that BYD Company Limited's vehicle intelligent "Xuanji Architecture" will incorporate the Deepseek-R1 large model to rapidly improve the AI capabilities of both the car's end and the cloud. After watching the entire Eye of Heaven release event, Morgan Stanley felt that the Detroit Big Three and the electric vehicle leader Tesla, Inc. had very little time left to respond to the trend of "universal intelligent driving.".getResource (s) referenced: https://36kr.com/p/1177155575576068The "crack" of artificial intelligence is getting bigger and bigger.In the latest research report, the Morgan Stanley analyst team led by well-known Wall Street analyst Adam Jones stated that generative AI is exacerbating the artificial intelligence technology gap between traditional car manufacturers and electric car new players, becoming a key catalyst for the transformation of the global automotive industry structure and business model. In terms of stock prices, even before the "major intelligent driving update," the price of BYD Company Limited's Hong Kong stock has risen by over 20% in the past week, while Tesla, Inc.'s stock price has dropped by over 10%. In February, the price of BYD Company Limited's Hong Kong stock increased by nearly 30%, while Tesla, Inc. and the Detroit Big Three all showed a downward trend in their stock prices. The report from Morgan Stanley stated that during the earnings calls of the past four quarters, traditional American car manufacturers led by the "Big Three" in Detroit (General Motors Company, Ford, and Stellantis) had less discussion on AI algorithm-based intelligent driving vehicles, indicating slower progress in this area. The report also mentioned that BYD Company Limited's release of the "God's Eye" smart driving technology may be a groundbreaking moment in the global autonomous driving field. The analyst team led by Adam Jones stated that many industry experts believe that if a company solves the "autonomous driving problem" for cars, they would also solve a series of autonomous driving problems, including humanoid Siasun Robot & Automation and a range of "dual-use" applications. Morgan Stanley takes a cautious stance on the global tariffs initiated by the Trump administration, stating that tariffs will severely impact America's Car-Mart, Inc. The report mentioned that the Trump administration's imposition of 25% tariffs on Mexican and Canadian car imports faced strong opposition from the automotive industry, and car manufacturers facing strategic challenges and struggling middle and low-income American consumers will bear the cost. In the era of intelligent driving for all, Tesla, Inc. may be one of the few global car companies that can compete with BYD Company Limited powerfully. For Tesla, Inc., accelerating the launch of FSD in the Chinese market, as well as introducing affordable models with FSD and Robotaxi based on a fully autonomous driving system, would be the core driver for Tesla, Inc. to maintain its title as the "king of electric vehicles" in 2025. With BYD Company Limited's groundbreaking release of the "God's Eye" technology and its integration into mid-range models, the so-called "era of intelligent driving for all" officially begins, and Tesla, Inc. with its FSD system could become the strongest competitor to BYD Company Limited in the field of intelligent electric vehicles in China and even globally. This is also why the Morgan Stanley analyst team, led by Adam Jones, persists in their bullish view on Tesla, Inc., and reiterates the target price of $430 for Tesla, Inc. in this research report, emphasizing the potential for continued expansion of Tesla, Inc.'s valuation with the subscription revenue brought by full autonomous FSD, the growth in demand for Tesla, Inc. models, and the global presence of Tesla, Inc.'s Robotaxi autonomous car rental network. In comparison, Tesla, Inc. fell by 6.34% to $328.500 on Tuesday. Morgan Stanley's target price for Tesla, Inc. in a bullish scenario is as high as $800. However, in a bearish scenario, Morgan Stanley's target price for Tesla, Inc. is $200, reflecting potential headwinds such as stricter FSD regulations by the federal government, slow progress in humanoid Siasun Robot & Automation research and development, and market expansion pace. In the views of many tech industry giants including NVIDIA Corporation CEO Jensen Huang and Wall Street fund managers like "Wood Sister," Tesla, Inc.'s FSD based on fully autonomous operation is likely the most advanced high-level intelligent driving system globally. However, the biggest risk currently lies in the regulatory approval process for Tesla, Inc.'s FSD and Robotaxi based on the FSD system in both the U.S. and Chinese markets. If positive progress is not achieved soon, it could push Tesla, Inc.'s stock price into a bear market trajectory. Meanwhile, according to the well-known investment firm Wedbush Securities, with the Trump administration's progress in regulatory approval for future L3, L4-level autonomous driving and full autonomous FSD, potentially advancing much earlier than during the Biden administration, the team led by Wedbush's senior analyst Dan Ives is increasingly confident in the "narrative logic" of demand delivery beyond 2025. $550 is Wedbush's basic bullish target for Tesla, Inc., indicating that in the institution's view, Tesla, Inc. could experience significant growth in the next 12 months.The rise to surpass the $550 benchmark is a high probability event, Wedbush's "bull market target stock price" for Tesla, Inc. has been raised to $650, which is the most optimistic price target for Tesla, Inc.Elvis and his team believe that as Tesla, Inc.'s Fully Self-Driving (FSD) roadmap gradually takes shape, coupled with Tesla, Inc.'s strong delivery volumes and robust global demand for electric vehicles, Tesla, Inc.'s market value is expected to reach 2 trillion dollars by the end of 2025. In addition, they also emphasize that the conservative $650 "bull market price target" assumes that Tesla, Inc.'s humanoid Siasun Robot & Automation does not contribute value, while the Siasun Robot & Automation is considered by Tesla, Inc.'s leader Musk as the "core catalyst" for Tesla, Inc.'s market value expansion story. "We estimate that just in the field of artificial intelligence and autonomous driving, it could bring at least 1 trillion dollars of historic business opportunities to Tesla, Inc., not to mention the future larger scale of Tesla, Inc. Robotaxi network and the humanoid Siasun Robot & Automation. We fully expect that under the leadership of Trump, Tesla, Inc.'s key regulatory progress bar will be rapidly accelerated. In the new Trump era, the federal government regulatory web that Musk has encountered in the past few years in autonomous driving technology/FSD will be greatly simplified." Elvis and his team stated.