Tesla's strong ecosystem seen reducing risk of being 'Blackberried'

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Tesla's strong ecosystem seen reducing risk of being 'Blackberried'

seekingalpha2021-03-02

(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors of Apple making a major move intoelectric vehicles."We believe the risk of being 'Blackberried' is one of ...

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Comment（18）

YiiYii
·2021-03-03
Great... ? ?
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2
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- YiiYii:
  [财迷]
  2021-03-03
  Reply
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- Ryuhahaha:
  Fly to the moon
  2021-03-03
  Reply
  Report
xiaobaii
·2021-03-03
kindly comment & like please.
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2
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- YiiYii:
  Done. Please like and comment back. Tks.
  2021-03-03
  Reply
  Report
Billie Lo
·2021-03-03
[暗中觀察]
Reply
6
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- Billie Lo:
  [捂脸][捂脸][捂脸]
  2021-03-03
  Reply
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- Ahpo:
  现在几点?
  2021-03-03
  Reply
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- Billie Lo:
  [害羞]
  2021-03-03
  Reply
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View more 1 comments
TheCrazyOne
·2021-03-02
Ok
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fai84
·2021-03-02
All in, to the Mars
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2
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- fllod:
  Yeah
  2021-03-03
  Reply
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ycwoo
·2021-03-02
Tesla [財迷] [財迷] [財迷] [看漲]
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1
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BryanTJj
·2021-03-02
Tesla to the moon !!
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1
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Youji
·2021-03-02
Tesla to 10000
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1
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aliciatng
·2021-03-02
Wow
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Justinkit
·2021-03-02
Good
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CocoPosh
·2021-03-02
Well to go!! :)
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2
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- CocoPosh:
  $$$$
  2021-03-02
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- Abundance Thankful:
  Huat!!!
  2021-03-02
  Reply
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Adelineeex
·2021-03-02
Interesting
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mtwr82
·2021-03-02
Please like and comment on my post. Thankyou![微笑]
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2
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- OnFire:
  commented
  2021-03-03
  Reply
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- aliciatng:
  comment too
  2021-03-02
  Reply
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Ephy
·2021-03-02
Thank you
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1
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- dessyag:
  ok
  2021-03-02
  Reply
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Walking_sky
·2021-03-02
Like and comment
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Hengah
·2021-03-02
Like and comment
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1
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yangtan
·2021-03-02
Thank u
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1
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AndyGohKJ
·2021-03-02
Comment thank you~[開心]
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- Vincentkhoo1:
  Ok
  2021-03-02
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In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3702213,"gmtCreate":1614739338797,"gmtModify":1680778941867,"authorId":3567052123559984,"author":{"id":3567052123559984,"idStr":"3567052123559984","authorId":3567052123559984,"name":"YiiYii","avatar":"https://static.tigerbbs.com/bb10d436567743e0e60ba0933900bf20","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365854752,"type":1,"supId":3701414,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"},{"id":3701414,"gmtCreate":1614732700423,"gmtModify":1680778935239,"authorId":3574628824785575,"author":{"id":3574628824785575,"idStr":"3574628824785575","authorId":3574628824785575,"name":"Ryuhahaha","avatar":"https://static.tigerbbs.com/f120e9ade7d1ea48fc6c818e3b76edbb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365854752,"type":1,"supId":0,"prevId":0,"content":"Fly to the moon","text":"Fly to the moon","html":"Fly to the moon"}],"langContent":"EN"},{"id":365830333,"gmtCreate":1614723904422,"gmtModify":1704774413054,"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"htmlText":"kindly comment &amp; like please.","listText":"kindly comment &amp; like please.","text":"kindly comment & like please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365830333","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3700997,"gmtCreate":1614730165765,"gmtModify":1680778929803,"authorId":3567052123559984,"author":{"id":3567052123559984,"idStr":"3567052123559984","authorId":3567052123559984,"name":"YiiYii","avatar":"https://static.tigerbbs.com/bb10d436567743e0e60ba0933900bf20","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365830333,"type":1,"supId":0,"prevId":0,"content":"Done. Please like and comment back. Tks.","text":"Done. Please like and comment back. Tks.","html":"Done. Please like and comment back. Tks."}],"langContent":"EN"},{"id":365124340,"gmtCreate":1614706190580,"gmtModify":1704774346942,"author":{"id":"3569982147441048","authorId":"3569982147441048","name":"Billie Lo","avatar":"https://static.tigerbbs.com/2de8913068819a9735f0bb22ec7a5e72","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":3,"crmLevelSwitch":1,"idStr":"3569982147441048","authorIdStr":"3569982147441048"},"htmlText":"[暗中觀察]&nbsp;","listText":"[暗中觀察]&nbsp;","text":"[暗中觀察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/365124340","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3707259,"gmtCreate":1614785016233,"gmtModify":1680779024739,"authorId":3569982147441048,"author":{"id":3569982147441048,"idStr":"3569982147441048","authorId":3569982147441048,"name":"Billie Lo","avatar":"https://static.tigerbbs.com/2de8913068819a9735f0bb22ec7a5e72","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.06","exceedPercentage":"93.16%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365124340,"type":1,"supId":3707251,"prevId":0,"content":"[捂脸][捂脸][捂脸]","text":"[捂脸][捂脸][捂脸]","html":"[捂脸][捂脸][捂脸]"},{"id":3707251,"gmtCreate":1614784978214,"gmtModify":1680779024192,"authorId":3577678632737367,"author":{"id":3577678632737367,"idStr":"3577678632737367","authorId":3577678632737367,"name":"Ahpo","avatar":"https://static.tigerbbs.com/f8518a7ad2456fedc5094daf9dbd2f57","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President 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Lo","avatar":"https://static.tigerbbs.com/2de8913068819a9735f0bb22ec7a5e72","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.06","exceedPercentage":"93.16%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365124340,"type":1,"supId":3700322,"prevId":0,"content":"[害羞]","text":"[害羞]","html":"[害羞]"},{"id":3700322,"gmtCreate":1614723950725,"gmtModify":1680778917480,"authorId":3571345352614779,"author":{"id":3571345352614779,"idStr":"3571345352614779","authorId":3571345352614779,"name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365124340,"type":1,"supId":0,"prevId":0,"content":"comment","text":"comment","html":"comment"}],"langContent":"CN"},{"id":365193721,"gmtCreate":1614700103363,"gmtModify":1704774276383,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/65f76864045dcdc9a0af31f5afe47e28","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365193721","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365356940,"gmtCreate":1614697771080,"gmtModify":1704774225274,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"htmlText":"All in, to the Mars&nbsp;","listText":"All in, to the Mars&nbsp;","text":"All in, to the Mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365356940","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3699709,"gmtCreate":1614706035261,"gmtModify":1680778913901,"authorId":3576147111016732,"author":{"id":3576147111016732,"idStr":"3576147111016732","authorId":3576147111016732,"name":"fllod","avatar":"https://static.tigerbbs.com/8e12d9a901f438c11e792861f919189f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365356940,"type":1,"supId":0,"prevId":0,"content":"<u>Yeah</u>","text":"<u>Yeah</u>","html":"<u>Yeah</u>"}],"langContent":"EN"},{"id":365383751,"gmtCreate":1614696612873,"gmtModify":1704774182245,"author":{"id":"3565146699964497","authorId":"3565146699964497","name":"ycwoo","avatar":"https://community-static.tradeup.com/news/2f48b4bbc66c0bf509f7199142c1a2f2","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565146699964497","authorIdStr":"3565146699964497"},"htmlText":"Tesla&nbsp;[財迷]&nbsp;[財迷]&nbsp;[財迷]&nbsp;[看漲]&nbsp;","listText":"Tesla&nbsp;[財迷]&nbsp;[財迷]&nbsp;[財迷]&nbsp;[看漲]&nbsp;","text":"Tesla [財迷] [財迷] [財迷] [看漲]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365383751","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":365380099,"gmtCreate":1614696517711,"gmtModify":1704774178692,"author":{"id":"3571724228863411","authorId":"3571724228863411","name":"BryanTJj","avatar":"https://static.tigerbbs.com/34e167e599ec0ff6b241d98f2b4bd016","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3571724228863411","authorIdStr":"3571724228863411"},"htmlText":"Tesla to the moon !!","listText":"Tesla to the moon !!","text":"Tesla to the moon !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365380099","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365304356,"gmtCreate":1614695442775,"gmtModify":1704774136612,"author":{"id":"3550035932600400","authorId":"3550035932600400","name":"Youji","avatar":"https://static.tigerbbs.com/9399064ad51d9b2f665f47ca556dbb7c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3550035932600400","authorIdStr":"3550035932600400"},"htmlText":"Tesla to 10000","listText":"Tesla to 10000","text":"Tesla to 10000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365304356","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365302939,"gmtCreate":1614695321121,"gmtModify":1704774134008,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"aliciatng","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572214398550610","authorIdStr":"3572214398550610"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365302939","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365977622,"gmtCreate":1614694772066,"gmtModify":1704774123927,"author":{"id":"3568522871441518","authorId":"3568522871441518","name":"Justinkit","avatar":"https://static.tigerbbs.com/56993a5d22169d7a3a0d20e391bb70b0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568522871441518","authorIdStr":"3568522871441518"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365977622","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365974628,"gmtCreate":1614694710764,"gmtModify":1704774122958,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"htmlText":"Well to go!! :)","listText":"Well to go!! :)","text":"Well to go!! :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/365974628","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3698200,"gmtCreate":1614695033861,"gmtModify":1680778891334,"authorId":3573299881996779,"author":{"id":3573299881996779,"idStr":"3573299881996779","authorId":3573299881996779,"name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365974628,"type":1,"supId":3698137,"prevId":0,"content":"$$$$","text":"$$$$","html":"$$$$"},{"id":3698137,"gmtCreate":1614694728629,"gmtModify":1680778887534,"authorId":3572176137415007,"author":{"id":3572176137415007,"idStr":"3572176137415007","authorId":3572176137415007,"name":"Abundance Thankful","avatar":"https://community-static.tradeup.com/news/3596d672dc89783cd009721d4bab5ddb","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.29%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365974628,"type":1,"supId":0,"prevId":0,"content":"Huat!!!","text":"Huat!!!","html":"Huat!!!"}],"langContent":"EN"},{"id":365979571,"gmtCreate":1614694201393,"gmtModify":1704774113704,"author":{"id":"3575267139195989","authorId":"3575267139195989","name":"Adelineeex","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575267139195989","authorIdStr":"3575267139195989"},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365979571","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365942218,"gmtCreate":1614693856434,"gmtModify":1704774106576,"author":{"id":"3574136404402771","authorId":"3574136404402771","name":"mtwr82","avatar":"https://static.tigerbbs.com/2538e2ef5a20a313f0eba1f1415a7c24","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574136404402771","authorIdStr":"3574136404402771"},"htmlText":"Please like and comment on my post. Thankyou![微笑]&nbsp;","listText":"Please like and comment on my post. Thankyou![微笑]&nbsp;","text":"Please like and comment on my post. Thankyou![微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/365942218","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3699796,"gmtCreate":1614708125469,"gmtModify":1680778914246,"authorId":3565306689188768,"author":{"id":3565306689188768,"idStr":"3565306689188768","authorId":3565306689188768,"name":"OnFire","avatar":"https://static.tigerbbs.com/5c62f8edc051598f8ff08f56aaab9a47","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365942218,"type":1,"supId":0,"prevId":0,"content":"commented","text":"commented","html":"commented"},{"id":3698238,"gmtCreate":1614695337571,"gmtModify":1680778884817,"authorId":3572214398550610,"author":{"id":3572214398550610,"idStr":"3572214398550610","authorId":3572214398550610,"name":"aliciatng","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365942218,"type":1,"supId":0,"prevId":0,"content":"comment too","text":"comment too","html":"comment too"}],"langContent":"CN"},{"id":365946240,"gmtCreate":1614693812680,"gmtModify":1704774105432,"author":{"id":"3577100541073016","authorId":"3577100541073016","name":"Ephy","avatar":"https://static.tigerbbs.com/662be91506e5b636faffa77d122422a5","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3577100541073016","authorIdStr":"3577100541073016"},"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365946240","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3698027,"gmtCreate":1614694071579,"gmtModify":1680778882876,"authorId":3574597457129986,"author":{"id":3574597457129986,"idStr":"3574597457129986","authorId":3574597457129986,"name":"dessyag","avatar":"https://static.tigerbbs.com/b12eaa6588dc6f5c33db538d6fe96d26","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365946240,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":365954134,"gmtCreate":1614693014728,"gmtModify":1704774095211,"author":{"id":"3575097808659600","authorId":"3575097808659600","name":"Walking_sky","avatar":"https://static.tigerbbs.com/d59df1f61eb096fb0254b08caa39a764","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575097808659600","authorIdStr":"3575097808659600"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365954134","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365955226,"gmtCreate":1614692943865,"gmtModify":1704774093915,"author":{"id":"3554375720188871","authorId":"3554375720188871","name":"Hengah","avatar":"https://static.tigerbbs.com/17324a07b91e24f255a5d31c782be01d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3554375720188871","authorIdStr":"3554375720188871"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365955226","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365956839,"gmtCreate":1614692768421,"gmtModify":1704774091647,"author":{"id":"3572494289201711","authorId":"3572494289201711","name":"yangtan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3572494289201711","authorIdStr":"3572494289201711"},"htmlText":"Thank u&nbsp;","listText":"Thank u&nbsp;","text":"Thank u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365956839","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":365924717,"gmtCreate":1614691996339,"gmtModify":1704774082568,"author":{"id":"3570531027454372","authorId":"3570531027454372","name":"AndyGohKJ","avatar":"https://static.tigerbbs.com/c341f880b1434748ec70208fe9f0344c","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3570531027454372","authorIdStr":"3570531027454372"},"htmlText":"Comment thank you~[開心]&nbsp;","listText":"Comment thank you~[開心]&nbsp;","text":"Comment thank you~[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365924717","repostId":1187424506,"repostType":4,"repost":{"id":"1187424506","pubTimestamp":1614691160,"share":"https://ttm.financial/m/news/1187424506?lang=&edition=fundamental","pubTime":"2021-03-02 21:19","market":"us","language":"en","title":"Tesla's strong ecosystem seen reducing risk of being 'Blackberried'","url":"https://stock-news.laohu8.com/highlight/detail?id=1187424506","media":"seekingalpha","summary":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Appl","content":"<p>(March 2)&nbsp;Morgan Stanley takes another crack at looking at the implication for <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &nbsp;of Apple making a major move intoelectric vehicles.</p><p>\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.</p><p>Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.</p><p>\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"</p><p>For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.</p><p>Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, &amp; 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"</p><p>TSLA&nbsp;-0.20%&nbsp;premarket to $717.00 vs.&nbsp;the 52-week trading range of $70.10 to $900.40.</p><p><img src=\"https://static.tigerbbs.com/61c91776690a4538ce01f06f918ea2fe\" tg-width=\"1083\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's strong ecosystem seen reducing risk of being 'Blackberried'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's strong ecosystem seen reducing risk of being 'Blackberried'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of ...</p>\n\n<a href=\"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3668214-teslas-strong-ecosystem-seen-reducing-risk-of-being-blackberried","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187424506","content_text":"(March 2) Morgan Stanley takes another crack at looking at the implication for Tesla Motors  of Apple making a major move intoelectric vehicles.\"We believe the risk of being 'Blackberried' is one of the key drivers of Tesla's increased vertical integration into capabilities such as battery manufacturing and other key enabling technologies.\" updates analyst Adam Jonas.Jonas says if Apple enters the EV market, it's more likely to be for 33% than for 3%, making it a major consideration.\"In our discussions, the large majority of our clients see legacy OEMs as the primary competition to Tesla in the next 5 to 10 years. In our opinion, while all competition should be considered and respected, we believe potential encroachment from the likes of Apple at scale represents the largest cohort of serious competitive pressure.\"For both Apple and Tesla, Jonas and team believe the value is in the mobility ecosystem, particularly in the value of the data and network. This line of thinking goes beyond the normal units sold vs. share price analysis on Tesla.Morgan Stanley has a base price target on Tesla of $880. The price target breakdown: \"(1) $345/share for core Tesla Auto business on 5.4mm units in 2030, 8% WACC, 14x2030 exit EBITDA multiple, exit EBITDA margin of 18.2%. (2) Tesla Mobility at $77 on DCF with 500k cars at $1.7/mile by 2030. (3) Tesla as a 3rd party powertrain supplier at $100/share. 4) Energy at $75/share, 5) Insurance at $36/share, & 6) Network Services at $246, 16.5mm connected fleet, $100 ARPU by 2030,20% discount.\"TSLA -0.20% premarket to $717.00 vs. the 52-week trading range of $70.10 to $900.40.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3697863,"gmtCreate":1614692490478,"gmtModify":1680778880666,"authorId":3574816125989243,"author":{"id":3574816125989243,"idStr":"3574816125989243","authorId":3574816125989243,"name":"Vincentkhoo1","avatar":"https://static.tigerbbs.com/df2edef04256c926759f8d9b3ce93070","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365924717,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":40,"commentSize":18,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}