핵심요약

• 테슬라 시가총액 1.2조 달러, 최근 3년 주가 50% 상승
• 2023년 자동차 판매량 8% 감소, 2024년 1% 추가 감소
• 로보택시 시장 장기적으로 10조 달러 규모로 성장 전망
• 리비안 시가총액 190억 달러로 테슬라 대비 저평가

도입

테슬라와 리비안의 AI 전략이 미래 성장 동력을 결정할 수 있습니다. 특히 자율주행 기술과 로보택시 시장의 잠재력이 주목받고 있으며, 두 회사의 전략적 방향성이 투자자에게 중요한 정보를 제공합니다.

본문 1: 테슬라의 AI 전략과 성장 전망

테슬라의 시가총액이 1.2조 달러에 달하지만, 자동차 판매량이 지속적으로 감소하고 있습니다. 2023년에는 8% 감소했고, 2024년에는 1% 추가 감소했습니다. 그러나 AI와 자율주행 기술에 집중하면서 새로운 성장 동력을 확보하고 있습니다. 전문가들은 로보택시 시장이 장기적으로 10조 달러 규모로 성장할 것으로 예상하며, 이는 테슬라의 주가 상승 배경이 됩니다. 테슬라의 AI 전략이 성공한다면, 자율주행 기술과 로보택시 시장의 성장이 주가 상승의 핵심 동력이 될 것입니다.

본문 2: 리비안의 저평가와 성장 가능성

리비안은 테슬라에 비해 시가총액이 190억 달러로 크게 낮습니다. 그러나 테슬라와 동일한 AI 전략을 추구하고 있으며, R2 모델을 출시하면서 저가형 전기차 시장에 진출했습니다. 리비안의 저평가는 AI 성장세에 비해 과소평가된 것으로 보이며, 향후 성장 가능성이 높습니다. 리비안이 AI 기술과 자율주행 기술에 성공적으로 투자한다면, 테슬라와 동일한 성장세를 보일 수 있을 것입니다.

본문 3: 자율주행 기술의 시장 영향

자율주행 기술의 발전은 로보택시 시장의 성장을 가속화할 것입니다. 테슬라와 리비안은 자율주행 기술에 집중하면서 새로운 시장 기회를 창출하고 있습니다. 이는 전기차 시장의 성장을 넘어, 자율주행 기술과 AI 시장의 성장을 이끌 수 있을 것입니다. 자율주행 기술의 발전이 가속화되면서, 로보택시 시장의 성장세가 더욱 두드러질 전망입니다.

결론

테슬라와 리비안의 AI 전략이 미래 성장 동력을 결정할 것입니다. 자율주행 기술과 로보택시 시장의 잠재력이 주목받고 있으며, 두 회사의 전략적 방향성이 투자자에게 중요한 정보를 제공합니다. 향후 자율주행 기술의 발전과 로보택시 시장의 성장이 주목될 전망입니다.

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원문 링크: https://www.fool.com/investing/2026/06/25/id-buy-more-of-this-growth-stock-before-the-ma/?.tsrc=rss

I'd Buy More of This Growth Stock Before the Market Figures Out What It's Missing

Tesla 's ( TSLA 0.28% ) market cap is currently hovering around $1.2 trillion. Over the last three years, shares have soared by more than 50%.

What many investors may not realize, however, is that Tesla's auto sales are actually declining. Last year, Tesla's auto sales fell by 8%. In 2024, auto sales were down by around 1%.

Tesla's core auto manufacturing business is by no means cratering. But it does raise the question: Why are shares doing so well despite declining sales in its biggest business segment?

The answer to this question is undoubtedly artificial intelligence. Autonomous driving is increasingly made possible by rapid advancements in AI. This is allowing Tesla to target new growth opportunities with higher growth rates and superior margins than conventional auto sales . Some experts believe that the robotaxi market , for example, will grow into a $10 trillion industry worldwide over the long term.

"We think $8 trillion to $10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing," predicts Cathie Wood, the CEO of Ark Invest, a major Tesla shareholder. "That's how quickly AI is going to cause these things to happen."

Tesla's pivot from carmaker to AI company has already been rewarded heavily by the market. But one EV stock isn't getting the same premium despite its new focus on AI. Growth investors could be getting a bargain.

This Tesla competitor looks way too cheap

Rivian 's ( RIVN +1.50% ) $19 billion market cap pales in comparison to Tesla's $1.2 trillion valuation. But in many ways, the companies are pursuing the same growth path.

Both Tesla and Rivian are, of course, manufacturers of electric vehicles. And following the launch of Rivian's R2 model, both companies now produce at least one vehicle with a starting price tag under $50,000.

Both companies are also going all-in on AI.

"We believe [Tesla] will aggressively bring capacity online to enable AI-driven learning cycles on product design, manufacturing processes, and software integration into products," explains Colin Rusch, an analyst at Oppenheimer . So it's not just self-driving robotaxis that AI will make possible for Tesla.

Rivian, meanwhile, announced a major strategic shift last December, one that will see the company significantly increase its investments in AI, to the point that Rivian no longer expects to be profitable in 2027. "We believe autonomy will be a key fundamental long-term differentiator for our business," Claire McDonough, Rivian's CFO, stressed in February.

Tesla enjoys many advantages that Rivian lacks. It has brand name recognition, an influential CEO in Elon Musk , and a sizable capital advantage. But Rivian's stock price arguably reflects those disadvantages more than it should. Shares trade at just 3.3 times sales, versus Tesla's 13.8 times sales. Plus, experts expect Rivian to grow its sales by 31% this year, with another 64% growth expected in 2027. Tesla's sales, meanwhile, are projected to grow by just 8% this year, with 16% growth expected in 2027.

To be fair, there are also differences in each company's approach to AI and autonomy. Tesla has already established its own robotaxi service in several metro areas of Texas. Musk has teased rapid expansion, but some reports suggest that Tesla's robotaxi fleet is actually shrinking . Rivian, meanwhile, has positioned itself as a supplier to the robotaxi versus a direct competitor. Earlier this year, it agreed to sell up to 50,000 R2 SUVs to Uber Technologies in a $1.25 billion deal. Uber is expected to use the vehicles for its own robotaxi fleet.

I previously speculated that as the robotaxi market heats up, more robotaxi operators will seek supply deals from Rivian . That's because many robotaxi competitors, while backed by big-tech budgets, don't produce their own vehicles. Therefore, these operators need to source vehicles from third-party suppliers to grow.

It's unclear when the market will wise up to Rivian's potential. It may take a few years for actual underlying growth to buoy the stock's struggling valuation. But for patient investors, few growth stocks look as attractive as Rivian right now.

Source: https://www.fool.com/investing/2026/06/25/id-buy-more-of-this-growth-stock-before-the-ma/?.tsrc=rss