"Big Bank Report" Morgan Stanley: Tesla's research and development of supercomputer drives market value to increase by 76% and upgrades its rating to "overweight"

阿斯达克财经2023-09-11

Morgan Stanley issued a report believing that Tesla (TSLA.US)Dojo, a supercomputer used to train self-driving cars, may bring an asymmetric advantage to the company, driving the market value to rise by nearly $600 billion, or about 76%.
Tesla will begin production of the Dojo in July and plans to invest more than $1 billion by next year. Morgan Stanley said that Dojo can open up new potential markets, far beyond the scope of selling cars at fixed prices, and raised Tesla's service revenue forecast for 2040 from the previous 157 billion to 335 billion US dollars. It is believed that the service department will account for the company's core profit by then. More than 60%.

Morgan Stanley upgraded Tesla to "overweight" and listed it as a top pick, with a 12-to 18-month price target raised by 60% to $400. (mn/u) (US stocks are live streaming quotations; except for OTC stocks, data delay is at least 15 minutes.)

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