大摩预见：特斯拉的未来是汽车和智能手机的融合

金十数据2023-10-10

大摩分析师亚当·乔纳斯认为，汽车和智能手机的融合是绝对的，目前这两个细分市场界限日益模糊，投资者是时候好好想想了……摩根士丹利分析师亚当·乔纳斯认为，随着汽车越来越多地由软件定义，汽车和移动设备市场之间的界限日益模糊。他认为，这将对电动汽车巨头特斯拉产生影响。该分析师维持对特斯拉的“增持”评级，目标价为400美元。他指出，特斯拉投资者可以开始考虑这两个细分市场之间界限模糊的影响。“联网车辆的关键...

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王炸女神
2023-10-10
王炸女神
等到买车附送特斯拉手机和AI助理的时刻，iPhone，也该哭了[开心] [开心]
- Aureliano回复Aureliano:
  特斯拉的车机系统只能说是黑莓，远没到iPhone时刻，我对他们打造的手机缺乏信心；而苹果拿出电车，最现实的方案就是收购Lucid
- Ruosong回复Aureliano:
  特斯拉掏出手机那天呗
- Aureliano:
  问题是哪天啊？
- Ruosong:
  苹果万一哪天掏出来个电动车，特斯拉一样也得哭，看是苹果生态粘性高还是特斯拉的车黏性高
- 王炸女神:
  蔚来都敢觊觎，何况Tesla

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