Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley

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Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley

TipRanks2022-04-15

Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...

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cactuspot
·2022-04-17
🚀
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1
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WY92
·2022-04-15
Yeah
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3
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Alvin1975
·2022-04-15
Up
Reply
4
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jimmylaw
·2022-04-15
Like comment
Reply
7
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Shishir
·2022-04-15
Good
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7
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TigerTik
·2022-04-15
TSLA.. way to go.
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7
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Xav
·2022-04-15
Great
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6
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Mich77
·2022-04-15
read
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5
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PeterYC
·2022-04-15
👍
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5
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babiboo
·2022-04-15
Hmm
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3
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babiboo
·2022-04-15
Hmm
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3
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Jahme
·2022-04-15
More...
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2
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Adren
·2022-04-15
Ok
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3
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Joe wang
·2022-04-15
Like pls😃
Reply
4
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If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","article_id":"2227676744","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","pubTimestamp":1649995014,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"Is Tesla (TSLA) overvalued? 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With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9083570742,"gmtCreate":1650152360680,"gmtModify":1676534655481,"author":{"id":"3581837078692589","authorId":"3581837078692589","name":"cactuspot","avatar":"https://static.tigerbbs.com/94c3a8704d6c2ece9fce2b814d8c533a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581837078692589","authorIdStr":"3581837078692589"},"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083570742","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089474390,"gmtCreate":1650029800588,"gmtModify":1676534631907,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3567935525237856","authorIdStr":"3567935525237856"},"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089474390","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089498961,"gmtCreate":1650015699456,"gmtModify":1676534629693,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573788625955643","authorIdStr":"3573788625955643"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089498961","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089506871,"gmtCreate":1649999907927,"gmtModify":1676534627018,"author":{"id":"3570772304712620","authorId":"3570772304712620","name":"jimmylaw","avatar":"https://static.tigerbbs.com/f6c847ae11f03f4682632e6fa4016040","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3570772304712620","authorIdStr":"3570772304712620"},"htmlText":"Like comment&nbsp;","listText":"Like comment&nbsp;","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089506871","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089274326,"gmtCreate":1649999134915,"gmtModify":1676534626846,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089274326","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089271800,"gmtCreate":1649998694486,"gmtModify":1676534626678,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"idStr":"4109220700329450","authorIdStr":"4109220700329450"},"htmlText":"TSLA.. way to go.","listText":"TSLA.. way to go.","text":"TSLA.. way to go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089271800","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089273260,"gmtCreate":1649998580224,"gmtModify":1676534626650,"author":{"id":"3552300010636249","authorId":"3552300010636249","name":"Xav","avatar":"https://static.tigerbbs.com/0a3685fb5cad038c0cc06fad33863aeb","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3552300010636249","authorIdStr":"3552300010636249"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089273260","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089270826,"gmtCreate":1649998299444,"gmtModify":1676534626609,"author":{"id":"3581849551321020","authorId":"3581849551321020","name":"Mich77","avatar":"https://static.tigerbbs.com/e68e0beedd6e067e59c605653c639699","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581849551321020","authorIdStr":"3581849551321020"},"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089270826","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089252075,"gmtCreate":1649996717505,"gmtModify":1676534626284,"author":{"id":"3571448359169660","authorId":"3571448359169660","name":"PeterYC","avatar":"https://static.tigerbbs.com/9ef14f774a72b511343eb2acc028573c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571448359169660","authorIdStr":"3571448359169660"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089252075","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089251657,"gmtCreate":1649996518403,"gmtModify":1676534626235,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577409082356068","authorIdStr":"3577409082356068"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089251657","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089251104,"gmtCreate":1649996504198,"gmtModify":1676534626234,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577409082356068","authorIdStr":"3577409082356068"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089251104","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089250178,"gmtCreate":1649996335941,"gmtModify":1676534626168,"author":{"id":"3577502940596690","authorId":"3577502940596690","name":"Jahme","avatar":"https://static.tigerbbs.com/d07b4bec5131f225dae7aadbfebc0c02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577502940596690","authorIdStr":"3577502940596690"},"htmlText":"More...","listText":"More...","text":"More...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089250178","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089226176,"gmtCreate":1649995956928,"gmtModify":1676534625985,"author":{"id":"3585523380475263","authorId":"3585523380475263","name":"Adren","avatar":"https://static.tigerbbs.com/0aadde2926bded6d94841939400c4029","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585523380475263","authorIdStr":"3585523380475263"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089226176","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9089264936,"gmtCreate":1649995334550,"gmtModify":1676534625805,"author":{"id":"4102168502547610","authorId":"4102168502547610","name":"Joe wang","avatar":"https://static.tigerbbs.com/7870a918b6d411bf9245831cac66e2dc","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4102168502547610","authorIdStr":"4102168502547610"},"htmlText":"Like pls😃","listText":"Like pls😃","text":"Like pls😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089264936","repostId":2227676744,"repostType":4,"repost":{"id":"2227676744","kind":"news","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","ULTI":"The Ultimate Software Group","MS":"摩根士丹利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","BK4527":"明星科技股"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":139,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}