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

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

阿斯达克财经2023-09-11

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

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