Workflow
大摩分析师亲测特斯拉(TSLA.US)FSD后盛赞:彻底改变长途出行体验 未来或成标配功能

Group 1 - Morgan Stanley analysts shared their experience using Tesla's FSD on a 1400 km journey, noting that over 99% of the trip was completed autonomously by the Model Y, highlighting a significant shift in travel experience [1] - The analyst emphasized the safety and confidence of FSD on highways, with no recorded errors or dangerous situations during the nearly 12-hour drive [1] - The convenience of Tesla's Supercharger network was praised, with charging stations located near toll roads and highways, providing easy access to amenities and rest areas [1] Group 2 - The analyst rated Tesla's stock as "Overweight" with a target price of $410, which includes components from core automotive business, network services, mobility services, energy business, and third-party supplier revenue [2] - The breakdown of the target price includes $76 from core automotive, $159 from network services assuming a 65% penetration rate by 2040, $90 from mobility services, $68 from energy business, and $17 from third-party supplier revenue [2]