U.S. diesel prices surpass $6 for the first time, crushing traditional freight—but paving a "golden path" for Tesla Semi?

According to Golden Ten Data, the price of diesel in the United States has surpassed $6 per gallon for the first time in history, delivering a heavy blow to the freight industry already struggling with cost pressures. However, this has also brought Tesla (TSLA.US) Semi electric trucks and autonomous driving truck businesses into the spotlight of the capital market. According to the latest research report from Morgan Stanley, Tesla is becoming a "credible emerging competitor" in the field of autonomous trucks, and its bull case valuation for the autonomous truck business has been significantly raised.