"Big Bank Report" Morgan Stanley: Tesla's research and development of supercomputers led to a 76% increase in market capitalization and upgraded its rating to "overweight"

阿斯达克财经2023-09-11

Morgan Stanley issued a report suggesting that Dojo, Tesla's (TSLA.US) supercomputer used to train autonomous vehicles, could give the company an asymmetric advantage, driving its market value up by nearly $600 billion, or about 76%. Tesla will begin production of the Dojo in July, with plans to spend more than $1 billion by next year. Dojo can open up new potential markets far beyond selling cars at fixed prices, according to Morgan Stanley, raising Tesla's service revenue forecast to $335 billion in 2040 from a previous 157 billion, believing that the service segment will account for...

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