share_log

Tesla's AI Investments and Upcoming Shareholder Vote Would Determine Future Growth: Morgan Stanley Analyst

Tesla's AI Investments and Upcoming Shareholder Vote Would Determine Future Growth: Morgan Stanley Analyst

特斯拉的人工智能投资和即将举行的股东投票将决定未来的增长:摩根士丹利分析师
Benzinga ·  05/22 13:54

Morgan Stanley analyst Adam Jonas reiterated an Overweight rating on $Tesla (TSLA.US)$ with a price target of $310.

摩根士丹利分析师亚当·乔纳斯重申了增持评级 $特斯拉 (TSLA.US)$ 目标股价为310美元。

Jonas highlights that the broader collection of Elon Musk's businesses may collectively invest tens of billions of dollars in AI infrastructure in the coming years.

乔纳斯强调,未来几年,埃隆·马斯克的更多业务可能会在人工智能基础设施上共同投资数百亿美元。

The analyst points out that the cost of capital is deterministic for AI supremacy.

分析师指出,资本成本是人工智能霸主地位的决定性因素。

He noted that a Tesla without AI would set a precedent to increase the cost of capital across Elon's other AI endeavors.

他指出,没有人工智能的特斯拉将开创先例,增加埃隆其他人工智能项目的资本成本。

In his opinion, Tesla's success lowers Muskonomy's cost of capital, while Tesla's failure raises it.

他认为,特斯拉的成功降低了Muskonomy的资本成本,而特斯拉的失败则提高了资本成本。

In addition to the cost of capital, Jonas noted that, on a fundamental level, the data, the infrastructure built, and the path to monetization (TAM) within Tesla are critical to Musk's seemingly 'adjacent' AI efforts.

除了资本成本外,乔纳斯还指出,从根本上讲,数据、建立的基础设施和特斯拉内部的货币化路径(TAM)对马斯克看似 “相邻” 的人工智能努力至关重要。

Jonas flagged that the data captured by the car enhances AI learning and development.

乔纳斯表示,汽车捕获的数据增强了人工智能的学习和发展。

The analyst highlighted that the car's unique attributes (mobile server, compute, thermal, energy storage) may be seen as more critical in the emerging AI-driven hybrid computing ecosystem.

该分析师强调,在新兴的人工智能驱动的混合计算生态系统中,汽车的独特属性(移动服务器、计算、散热、储能)可能被视为更为关键。

Over time, he expects to see Musk's efforts within social media/gen-AI, space/communications, and automotive/transportation become more conspicuously linked.

随着时间的推移,他预计马斯克在社交媒体/Gen-AI、太空/通信和汽车/交通领域的努力将变得更加紧密地联系在一起。

Jonas noted Tesla's June 13 shareholder vote as significant to the company's long-term strategic direction. He expects the event could drive material volatility in the stock.

乔纳斯指出,特斯拉6月13日的股东投票对公司的长期战略方向具有重要意义。他预计该事件可能会推动该股的实质性波动。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发