摩根士丹利：特斯拉-机器人时代的估值

May 19, 2025 12:39 PM GMT Tesla Inc | North America Autonomy & Alchemy: Valuing Tesla in the Robot Era Nearly 15 years after going public, investors struggle to justify the value of Tesla as much as ever before. We expect this valuation 'problem' gets worse before it gets better. It's not too late to change. "If one knows what is really happening one knows what is going to happen." • H.G. Wells (The Shape of Things to Come) Vita post auto. Most investors value Tesla's core auto business at between $50 and$ ...