特斯拉：评估特斯拉的太阳能业务机遇

February 10, 2026 12:11 PM GMT Tesla Inc | North America Sizing Tesla's Solar Opportunity We believe TSLA's decision to allocate capital to solar mfg is rooted in a strategic long-term outlook around evolving geopolitics and data center demand. Besides the potential 35% uplift to our Tesla Energy valuation, it offers potential synergies by integrating deeper into the energy supply chain. Key Takeaways We have received numerous inbound questions on Tesla's tentative announcement to add 100 GW of solar manufa ...