特斯拉一日暴涨10%！大摩高呼Dojo超算将解锁AI魔力，估值或激增5000亿

华尔街见闻2023-09-12

特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元，较上周五高61%，将Dojo比作亚马逊的利润增长引擎AWS，预计Dojo加快自动驾驶技术研发，未来几年可节省成本65亿美元，它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能（AI）提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一，连跌三日的特斯拉股价强劲...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

狩兽
2023-09-12
狩兽
这是特斯拉的智慧大脑哦，一旦发挥作用其前景包含自动驾驶，工业4.0，再链接到社交网络，加以自己的网络卫星通讯。**从现实到虚拟，虚拟走向现实，特斯拉未来不可估量
虎虎生威万岁
2023-09-12
虎虎生威万岁
合作伙伴很重要双赢
奥龙
2023-09-12
奥龙
这篇文章不错，转发给大家看看

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1196889552?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","is_english":false,"pubTime":"2023-09-12 06:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1196889552","market":"us","top_or_hot":-1,"title":"特斯拉一日暴涨10%！大摩高呼Dojo超算将解锁AI魔力，估值或激增5000亿","media":"华尔街见闻","content":"<div>\n<p>特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元，较上周五高61%，将Dojo比作亚马逊的利润增长引擎AWS，预计Dojo加快自动驾驶技术研发，未来几年可节省成本65亿美元，它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能（AI）提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一，连跌三日的特斯拉股价强劲...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","source":null,"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>特斯拉一日暴涨10%！大摩高呼Dojo超算将解锁AI魔力，估值或激增5000亿</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\">\n特斯拉一日暴涨10%！大摩高呼Dojo超算将解锁AI魔力，估值或激增5000亿\n</h2>\n\n<h4 class=\"meta\">\n\n2023-09-12 06:20 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元，较上周五高61%，将Dojo比作亚马逊的利润增长引擎AWS，预计Dojo加快自动驾驶技术研发，未来几年可节省成本65亿美元，它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能（AI）提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一，连跌三日的特斯拉股价强劲...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348723411.USD","symbol_name":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","start_time":0,"source_url":"","article_id":"1196889552","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1196889552","pubTimestamp":1694470827,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"$特斯拉$市值一日增超700亿美元。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一，连跌三日的特斯拉股价强劲反弹，跳空高开逾6.3%，午盘一度接近274.90美元，日内涨幅扩大到10.6%，最终，收涨10.09%，创1月27日以来最大盘中和收盘涨幅，报273.58美元，创7月19日以来收盘新高，市值一日猛增超过700亿美元。周一美股午盘时段，特斯拉为首的多只科技股走高，力挺大盘上行。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","MS":"摩根士丹利","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"translate_title":"Tesla soared by 10% a day! Damo shouted that Dojo supercomputing will unlock AI magic, and the valuation may surge by 500 billion","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f2a4df6009a2299401726f5fc80cd89f","symbols_score_info":{"TSLL":1,"TSLA":1,"MS":1},"content_text":"特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元，较上周五高61%，将Dojo比作亚马逊的利润增长引擎AWS，预计Dojo加快自动驾驶技术研发，未来几年可节省成本65亿美元，它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能（AI）提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一，连跌三日的特斯拉股价强劲反弹，跳空高开逾6.3%，午盘一度接近274.90美元，日内涨幅扩大到10.6%，最终，收涨10.09%，创1月27日以来最大盘中和收盘涨幅，报273.58美元，创7月19日以来收盘新高，市值一日猛增超过700亿美元。周一美股午盘时段，特斯拉为首的多只科技股走高，力挺大盘上行。当天纳指收涨超1%，标普500涨近0.7%，连续两日收涨，继续脱离8月28日以来低位，道指收涨近90点，连涨三日至9月1日以来高位。特斯拉以外其他龙头科技股大多上涨，收盘时亚马逊和Meta涨超3%，微软涨超1%，苹果、谷歌、奈飞涨不足1%；早盘曾跌超1%的芯片股指数费城半导体指数微幅收涨不足0.1%，高通涨3.9%，英特尔涨超1%，而英伟达跌近0.9%，连续四日收跌。目标价上调60% 摩根士丹利将Dojo比作亚马逊的AWS 预计加快自动驾驶研发周一引爆特斯拉股价大涨的是Adam Jonas等摩根士丹利分析师发布的一份报告，报告题为““解锁特斯拉的AI魔力”。报告中，这些分析师将特斯拉的股票评级从持有上调至增持，并将未来12个月的目标价从250美元大幅上调至400美元，成为华尔街机构目前给出的最高目标价，上调幅度高达60%。这意味着，Dojo超级计算机将推动机器人出租车和网络服务加快应用，特斯拉的股价将在上周五收盘的基础上再涨约61%，市值可能而增加多达5000亿美元。报告中，Adam Jonas等分析师将特斯拉列为“首选”，将特斯拉的Dojo超级计算机比作亚马逊业绩的增长引擎——云服务AWS。报告写道：“投资者长期在争论特斯拉是一家汽车公司还是一家科技公司。我们认为两者都是，但最大的价值驱动因素是软件和服务收入。我们认为，推动 AWS 达到亚马逊总息税前利润 （EBIT）70%的力量同样也可以在特斯拉发挥作用，开辟新的潜在市场，远远超出以固定价格销售汽车的范围。什么是催化剂？Dojo，也就是过去五年特斯拉一直在努力的客户超级计算。”报告认为，旨在训练驾驶系统中大量数据的Dojo可能让特斯拉在一个潜在价值10万亿美元的市场拥有“不对称优势”。具体来说，Dojo应该有助于特斯拉改进全自动驾驶技术FSD，因为该技术需要巨大的算力，非常适合像Dojo这样的超级计算机。更好的全自动驾驶产品应该会为特斯拉带来更高的利润和收入，因为客户决定在购买特斯拉汽车时添加附带的FSD软件功能。报告称：“对Dojo研究得越多，我们就越意识到，（特斯拉）股票的价值可能被低估。我们相信Dojo可以代表市场对特斯拉认知的重大变化。”报告估算，随着特斯拉通过自研超级计算机提高算力，Dojo可以在未来几年为特斯拉节省65亿美元的成本。关键是Dojo可以加快开发自动驾驶能力。特斯拉称，Dojo 可以将训练工作量所需的时间从一个多月缩短到一周以内。报告认为，潜在的效率、速度和成本优势可以让特斯拉大幅缩短研发自动驾驶的时间。而且，Dojo还可以帮助特斯拉开发人形机器人，并对特斯拉CEO马斯克正在进行的各种科学项目产生更广泛的影响。 这就是特斯拉拥有Dojo对投资者来说如此特别的原因。Morningstar Research Services的股票策略师Seth Goldstein本周一预计，如果Dojo 启动、运行并接管软件培训，它将让特斯拉更快地更新软件，并增加软件利润的订阅量，这可能是一个巨大的价值驱动因素。","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":219061068693544,"gmtCreate":1694519252759,"gmtModify":1694519254777,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"htmlText":"这是特斯拉的智慧大脑哦，一旦发挥作用其前景包含自动驾驶，工业4.0，再链接到社交网络，加以自己的网络卫星通讯。**从现实到虚拟，虚拟走向现实，特斯拉未来不可估量","listText":"这是特斯拉的智慧大脑哦，一旦发挥作用其前景包含自动驾驶，工业4.0，再链接到社交网络，加以自己的网络卫星通讯。**从现实到虚拟，虚拟走向现实，特斯拉未来不可估量","text":"这是特斯拉的智慧大脑哦，一旦发挥作用其前景包含自动驾驶，工业4.0，再链接到社交网络，加以自己的网络卫星通讯。**从现实到虚拟，虚拟走向现实，特斯拉未来不可估量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219061068693544","repostId":1196889552,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":219075199483904,"gmtCreate":1694503426723,"gmtModify":1694504007816,"author":{"id":"4156664268866490","authorId":"4156664268866490","name":"虎虎生威万岁","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4156664268866490","idStr":"4156664268866490"},"htmlText":"合作伙伴很重要 双赢","listText":"合作伙伴很重要 双赢","text":"合作伙伴很重要 双赢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219075199483904","repostId":1196889552,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":218964744863848,"gmtCreate":1694482224039,"gmtModify":1694482226369,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","vip":1,"crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218964744863848","repostId":1196889552,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":3,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1196889552"}