Morgan Stanley analyst Adam Jonas upgraded shares of Tesla (ticker: TSLA) to Buy from Hold, Sunday. His price target went to a Street high of $400 a share, up from $250 a share. He calls Tesla his top pick.
“The autonomous car has been described as the mother of all AI projects,” wrote Jonas. “In its quest to solve for autonomy, Tesla has developed an advanced supercomputing architecture that pushes new boundaries in custom silicon and may put Tesla at an asymmetric advantage in a $10 trillion total addressable market.”
Ten trillion is a huge number. It’s the potential annual revenue from robotaxi sales when, and if, cars truly drive themselves. Tesla is investing billions using AI computing to train its self-driving software to make robotaxis a reality and Tesla calls its custom computing platform Dojo, Barron's reported.
摩根士丹利分析師亞當·喬納斯週日將特斯拉（股票代碼：TSLA）的股票上調至持倉買入。他的目標股價從每股250美元升至每股400美元的華爾街高點。他稱特斯拉爲他的首選。
喬納斯寫道：“自動駕駛汽車被描述爲所有人工智能項目之母。”“爲了解決自動駕駛問題，特斯拉開發了一種先進的超級計算架構，該架構突破了定製芯片的新界限，並可能使特斯拉在總共10萬億美元的潛在市場中處於不對稱的優勢。”
十萬億是一個巨大的數字。這是自動駕駛出租車銷售的潛在年收入，何時以及如果汽車真正自動駕駛。據《巴倫週刊》報道，特斯拉正在投資數十億美元使用人工智能計算來訓練其自動駕駛軟件，使機器人出租車成爲現實，特斯拉稱其定製計算平台爲Dojo。
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