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
Morgan Stanley analyst Adam Jonas reiterated an Overweight rating on Tesla Inc (NASDAQ:TSLA) with a price target of $310.
摩根士丹利分析師亞當·喬納斯重申了對特斯拉公司（納斯達克股票代碼：TSLA）的增持評級，目標股價爲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.
喬納斯強調，未來幾年，埃隆·馬斯克的更多業務可能會在人工智能基礎設施上共同投資數百億美元。
The analyst points out that the cost of capital is deterministic for AI supremacy.
分析師指出，資本成本是人工智能霸主地位的決定性因素。
Also Read: Despite US-China Tensions, Baidu Boosts Ties with Apple and Tesla For Major Role in AI and Autonomous Tech
另請閱讀： 儘管中美關係緊張，但百度加強了與蘋果和特斯拉的關係，在人工智能和自動駕駛技術中扮演重要角色
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，沒有人工智能的特斯拉將開創先例，增加埃隆其他人工智能項目的資本成本。
In his opinion, Tesla's success lowers Muskonomy's cost of capital, while Tesla's failure raises it.
他認爲，特斯拉的成功降低了Muskonomy的資本成本，而特斯拉的失敗則提高了資本成本。
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.
除了資本成本外，喬納斯還指出，從根本上講，數據、建立的基礎設施和特斯拉內部的貨幣化路徑（TAM）對馬斯克看似 “相鄰” 的人工智能努力至關重要。
Jonas flagged that the data captured by the car enhances AI learning and development.
喬納斯表示，汽車捕獲的數據增強了人工智能的學習和發展。
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.
該分析師強調，在新興的人工智能驅動的混合計算生態系統中，汽車的獨特屬性（移動服務器、計算、散熱、儲能）可能被視爲更爲關鍵。
Over time, he expects to see Musk's efforts within social media/gen-AI, space/communications, and automotive/transportation become more conspicuously linked.
隨着時間的推移，他預計馬斯克在社交媒體/Gen-AI、太空/通信和汽車/交通領域的努力將變得更加緊密地聯繫在一起。
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.
喬納斯指出，特斯拉6月13日的股東投票對公司的長期戰略方向具有重要意義。他預計該事件可能會推動該股的實質性波動。
Price Actions: TSLA shares are trading lower by 3.93% at $179.26 at the last check on Wednesday.
價格走勢：在週三的最後一次支票中，TSLA股價下跌3.93％，至179.26美元。
Image created using photos on Shutterstock
使用 Shutterstock 上的照片創建的圖片
譯文內容由第三人軟體翻譯。