Tesla-Absturz

Musk wie immer mit neuen Ankündigungen 14.01.2026, 10:36 Uhr Jetzt kommentieren: 10

Tesla
© Pixabay Symbolbild
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Name Aktuell Diff. Börse
BYD 12,10 USD -3,70 % Nasdaq OTC
Tesla 392,42 USD -2,69 % AMEX

Tesla mit radikalem Kurswechsel bei FSD 

Tesla beendet den Direktverkauf seines erweiterten Fahrerassistenzsystems „Full Self-Driving“ (FSD). Künftig wird das System ausschließlich im Abonnement angeboten. Die Umstellung tritt nach dem 14. Februar in Kraft – das bestätigte CEO Elon Musk auf X.

Die bisherige Einmalzahlung von rund 8.000 US-Dollar entfällt damit komplett. Stattdessen kostet das Abo monatlich 99 Dollar. Gründe für diesen Strategiewechsel nannte Musk nicht. Klar ist: Das System bleibt trotz des Namens weiterhin auf ständige Überwachung durch den Fahrer angewiesen.

Technik-Offensive nach Verkaufsrückgang

Tesla reagiert damit auf sinkende Verkaufszahlen: 2025 brach der Absatz im vierten Quartal um 16 % ein – das zweite Jahr in Folge mit rückläufigen Jahresverkäufen. Erstmals seit über einem Jahrzehnt verlor Tesla damit die Spitzenposition als größter Elektroautohersteller weltweit an BYD.

Während der US-Konzern 1,64 Millionen reine E-Autos verkaufte, kam BYD auf 2,26 Millionen. Besonders in Europa wuchs der chinesische Rivale deutlich – in Märkten wie Deutschland, Großbritannien, Frankreich und Spanien verzeichnete Tesla teils zweistellige Rückgänge.

Musk setzt auf KI statt Absatzrekorde

Anleger scheinen den Absatzrückgang gelassen zu sehen. Analyst Alexander Potter betonte: „Lieferzahlen spielen kaum noch eine Rolle.“ Stattdessen werde Teslas Börsenwert 2026 „fast ausschließlich von Fortschritten in KI und Robotik“ bestimmt.

Auch Analyst Jed Dorsheimer von William Blair sieht den Fokus klar: Tesla sei „bewertet nach dem Übergang zur realen Welt-KI“. Entsprechend groß ist das Interesse an Projekten wie autonomen Robotaxis und humanoiden Robotern, die Musk regelmäßig auf X bewirbt.

Batteriespeicher als neue Wachstumssäule

Ein Lichtblick im operativen Geschäft: Teslas Energiespeicher-Sparte wuchs stark. Im vierten Quartal 2025 wurden 14,2 Gigawattstunden Speicherlösungen ausgeliefert – ein Plus gegenüber 11 GWh im Vorjahr. Auf Jahressicht legte der Bereich um fast 50 % zu.

Laut Analyst Tom Narayan von RBC Capital Markets profitieren Speicherprodukte von „strukturellen Rückenwinden durch KI-getriebene Stromnachfrage“. Das gelte vor allem für Rechenzentren und Netzstabilisierung.

2026 – Jahr der Entscheidungen für Tesla

Die Erwartungen für Teslas Fahrzeugabsatz sind inzwischen deutlich gesunken: Analystenschätzungen liegen bei rund 1,8 Millionen Fahrzeugen – vor zwei Jahren lagen die Prognosen noch bei über 3 Millionen.

Gleichzeitig steigt die Spannung rund um das angekündigte Modell „Cybercab“ – ein Zweisitzer mit Flügeltüren, bei dem bisherige Prototypen weder Lenkrad noch Pedale zeigen. Elon Musk bleibt dennoch zuversichtlich: „2026 wird episch!“, schrieb er diese Woche auf X.

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Dis­clai­mer: Die hier an­ge­bo­te­nen Bei­trä­ge die­nen aus­schließ­lich der In­for­ma­t­ion und stel­len kei­ne Kauf- bzw. Ver­kaufs­em­pfeh­lung­en dar. Sie sind we­der ex­pli­zit noch im­pli­zit als Zu­sich­er­ung ei­ner be­stim­mt­en Kurs­ent­wick­lung der ge­nan­nt­en Fi­nanz­in­stru­men­te oder als Handl­ungs­auf­for­der­ung zu ver­steh­en. Der Er­werb von Wert­pa­pier­en birgt Ri­si­ken, die zum To­tal­ver­lust des ein­ge­setz­ten Ka­pi­tals füh­ren kön­nen. Die In­for­ma­tion­en er­setz­en kei­ne, auf die in­di­vi­du­el­len Be­dür­fnis­se aus­ge­rich­te­te, fach­kun­di­ge An­la­ge­be­ra­tung. Ei­ne Haf­tung oder Ga­ran­tie für die Ak­tu­ali­tät, Rich­tig­keit, An­ge­mes­sen­heit und Vol­lständ­ig­keit der zur Ver­fü­gung ge­stel­lt­en In­for­ma­tion­en so­wie für Ver­mö­gens­schä­den wird we­der aus­drück­lich noch stil­lschwei­gend über­nom­men. Die Mar­kets In­side Me­dia GmbH hat auf die ver­öf­fent­lich­ten In­hal­te kei­ner­lei Ein­fluss und vor Ver­öf­fent­lich­ung der Bei­trä­ge kei­ne Ken­nt­nis über In­halt und Ge­gen­stand die­ser. Die Ver­öf­fent­lich­ung der na­ment­lich ge­kenn­zeich­net­en Bei­trä­ge er­folgt ei­gen­ver­ant­wort­lich durch Au­tor­en wie z.B. Gast­kom­men­ta­tor­en, Nach­richt­en­ag­en­tur­en, Un­ter­neh­men. In­fol­ge­des­sen kön­nen die In­hal­te der Bei­trä­ge auch nicht von An­la­ge­in­te­res­sen der Mar­kets In­side Me­dia GmbH und/oder sei­nen Mit­ar­bei­tern oder Or­ga­nen be­stim­mt sein. Die Gast­kom­men­ta­tor­en, Nach­rich­ten­ag­en­tur­en, Un­ter­neh­men ge­hör­en nicht der Re­dak­tion der Mar­kets In­side Me­dia GmbH an. Ihre Mei­nung­en spie­geln nicht not­wen­di­ger­wei­se die Mei­nung­en und Auf­fas­sung­en der Mar­kets In­side Me­dia GmbH und de­ren Mit­ar­bei­ter wie­der. Aus­führ­lich­er Dis­clai­mer