摩根士丹利：维持特斯拉“增持”评级 看好AI生态破局

Core Viewpoint - Morgan Stanley maintains an "Overweight" rating on Tesla with a target price of $410, highlighting the company's potential in areas beyond electric vehicles, particularly in AI capabilities [1] Summary by Relevant Categories Company Performance - Despite a recent decline in Tesla's stock price, Morgan Stanley analyst Adam Jonas reaffirms the company's strong position in the market [1] - Tesla is noted for its significant growth potential in physical AI capabilities, including autonomous vehicles, robotics, energy storage, and manufacturing infrastructure [1] Competitive Advantage - Jonas emphasizes that no other company can match Tesla's capabilities in data, artificial intelligence, robotics, and support networks [1] - The broader technological ecosystem of Tesla remains attractive, even as traditional electric vehicles face challenges [1] Future Outlook - The analyst envisions future synergies for Tesla, such as integration with SpaceX and collaboration between AI systems like xAI and Optimus [1] - Tesla continues to be viewed as the preferred choice in the U.S. automotive industry [1]