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.
摩根士丹利分析师亚当·乔纳斯周日将特斯拉（股票代码：TSLA）的股票上调至持仓买入。他的目标股价从每股250美元升至每股400美元的华尔街高点。他称特斯拉为他的首选。
乔纳斯写道：“自动驾驶汽车被描述为所有人工智能项目之母。”“为了解决自动驾驶问题，特斯拉开发了一种先进的超级计算架构，该架构突破了定制芯片的新界限，并可能使特斯拉在总共10万亿美元的潜在市场中处于不对称的优势。”
十万亿是一个巨大的数字。这是自动驾驶出租车销售的潜在年收入，何时以及如果汽车真正自动驾驶。据《巴伦周刊》报道，特斯拉正在投资数十亿美元使用人工智能计算来训练其自动驾驶软件，使机器人出租车成为现实，特斯拉称其定制计算平台为Dojo。
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