A big company called Goldman Sachs said that Tesla's self-driving car technology is not ready to be used without someone watching it yet. This made some people worried about how well Tesla's cars can drive themselves in China, where they just started using the technology. Tesla's stock went up a lot because of this news, but Goldman Sachs thinks that Tesla's growth potential is already included in its current price. So, they are being careful and not too excited about it. Read from source...

1. The title of the article is misleading as it suggests that Goldman Sachs is tempering investor excitement on Tesla's self-driving tech in China, when in fact, they are merely stating a fact about FSD not being fully unsupervised yet. This creates a false sense of doubt and uncertainty among readers who may not be aware of the details of FSD technology.
2. The article implies that Tesla's stock surge was due to the partnership with Baidu, when in reality, it is only one of many factors that could have contributed to the increase in value. It also ignores the possibility that some investors may have sold short on TSLA and had to cover their positions, causing a temporary spike in the stock price.
3. The article cites Delaney's statement about FSD not being an eyes-off/unsupervised product as a negative point for Tesla, when in fact, it is a natural step in the evolution of autonomous driving technology. Most experts agree that level 5 autonomy will require no human intervention and will be able to operate safely in any environment. However, this does not mean that current FSD systems are useless or unsafe; they still provide significant benefits to drivers who use them responsibly and with proper supervision.
4. The article uses vague terms such as "anticipated growth" and "lucrative sectors" without providing any concrete data or evidence to support these claims. It also relies on Goldman Sachs' price targets, which are based on various assumptions and may not reflect the actual performance of Tesla's stock in the future.
5. The article fails to mention the potential risks and challenges that Tesla faces in expanding its FSD service in China, such as regulatory hurdles, competition from local rivals, and consumer acceptance of autonomous vehicles. These factors could have a significant impact on Tesla's growth prospects and profitability in the country.

Bullish

Key points:
- Tesla partnered with Baidu to bring FSD service to China
- Goldman Sachs analyst says Tesla's FSD is not yet fully unsupervised and cautions investor excitement
- Tesla's stock surges 15.3% on Monday after regulatory approval in China
- Goldman Sachs maintains $175 price target over the next 12 months, but sees potential for growth in FSD software revenue

Summary:
Goldman Sachs tempers market excitement for Tesla's self-driving technology in China, citing the lack of full unsupervised capability as a limitation. However, the bank is optimistic about Tesla's partnership with Baidu and the long-term potential of FSD software revenue. The stock rallies 15.3% on Monday after receiving regulatory approval to deploy supervised FSD in China.

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