看涨特斯拉50%，摩根士丹利再度力挺

美股研究社2025-03-05

摩根士丹利重新将特斯拉(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的...

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波浪前进
2025-03-05
波浪前进
摩根士丹利被套牢了？想哄抬出货？呵呵

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href=https://finance.sina.com.cn/stock/usstock/c/2025-03-05/doc-inenrcyc8757012.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利重新将特斯拉(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-03-05/doc-inenrcyc8757012.shtml\">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":"LU0106261372.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" 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again","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MS":1,"TSYW.SI":0.6,"TSLL":1,"TSLA":1},"content_text":"摩根士丹利重新将特斯拉(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的市场空间将突破自动驾驶领域，迎来显著扩张。人形机器人被视为特斯拉未来增长的重要引擎。首席分析师亚当·乔纳斯团队测算，“特斯拉Optimus每拿下美国劳动力市场1%的份额，就能为每股带来约100美元的增值。”投资者对这一领域的关注度持续攀升，市场普遍认为人形机器人的商业前景可能超越自动驾驶汽车。能源业务同样前景可期。分析师预计，在全球能源需求攀升和AI耗电量激增的推动下，特斯拉能源部门未来价值有望超越汽车业务。值得注意的是，特斯拉能源储存业务的利润率可能达到汽车业务的两倍，彰显了该领域的发展潜力。中国业务风险的逐步降低也是摩根士丹利看好特斯拉的重要原因。2024年特斯拉在华收入占比为21%，这一比例预计将持续下降。据分析师预测，到2030年，中国市场在特斯拉汽车销量中的占比将降至约10%，在集团总收入中仅占6-7%。服务收入的稳健增长和在美制造业的领先地位，进一步坚定了摩根士丹利的看好立场。然而，尽管看好特斯拉在AI和机器人领域的长期发展，该行也提醒投资者警惕短期风险。分析师警示：“电动车行业寒潮或将持续，短期可能需要更多措施来控制潜在损失。”他们还对公司治理提出质疑，尤其是马斯克寻求25%否决权股份的举动，以及市场对FSD自动驾驶出租车的过度期待。不过分析师强调，虽然特斯拉发展路径或有波折，但展望2025年，“投资者将继续青睐并重视这些成熟和新兴的实体AI产业，而特斯拉在这些领域已确立了实质性竞争优势。”他们同时维持特斯拉股票800美元的乐观目标价。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":410282368742032,"gmtCreate":1741176619785,"gmtModify":1741176621750,"author":{"id":"4133094993849152","authorId":"4133094993849152","name":"波浪前进","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4133094993849152","idStr":"4133094993849152"},"htmlText":"摩根士丹利被套牢了？想哄抬出货？呵呵","listText":"摩根士丹利被套牢了？想哄抬出货？呵呵","text":"摩根士丹利被套牢了？想哄抬出货？呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410282368742032","repostId":2517906379,"repostType":2,"repost":{"id":"2517906379","kind":"news","pubTimestamp":1741172280,"share":"https://www.laohu8.com/m/news/2517906379?lang=zh_CN&edition=full","pubTime":"2025-03-05 18:58","market":"sg","language":"zh","title":"看涨特斯拉50%，摩根士丹利再度力挺","url":"https://stock-news.laohu8.com/highlight/detail?id=2517906379","media":"美股研究社","summary":"尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的市场空间将突破自动驾驶领域，迎来显著扩张。中国业务风险的逐步降低也是摩根士丹利看好特斯拉的重要原因。2024年特斯拉在华收入占比为21%，这一比例预计将持续下降。他们同时维持特斯拉股票800美元的乐观目标价。","content":"<html><body><div>\n<div><img cms-height=\"380.812\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20250305/0/w1024h576/20250305/e96b-e6ebfee7932fe6eaf256be79748a9b1e.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>重新将<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。</font></p><p cms-style=\"font-L\">特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。</p><p cms-style=\"font-L\">尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">该行预计，随着AI技术从虚拟走向现实应用，特斯拉的市场空间将突破自动驾驶领域，迎来显著扩张。</font></p><p cms-style=\"font-L\">人形机器人被视为特斯拉未来增长的重要引擎。首席分析师亚当·乔纳斯团队测算，“特斯拉Optimus每拿下美国劳动力市场1%的份额，就能为每股带来约100美元的增值。”</p><p cms-style=\"font-L\">投资者对这一领域的关注度持续攀升，市场普遍认为人形机器人的商业前景可能超越自动驾驶汽车。</p><p cms-style=\"font-L\">能源业务同样前景可期。分析师预计，在全球能源需求攀升和AI耗电量激增的推动下，特斯拉能源部门未来价值有望超越汽车业务。</p><p cms-style=\"font-L\">值得注意的是，特斯拉能源储存业务的利润率可能达到汽车业务的两倍，彰显了该领域的发展潜力。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">中国业务风险的逐步降低也是摩根士丹利看好特斯拉的重要原因。2024年特斯拉在华收入占比为21%，这一比例预计将持续下降。</font></p><p cms-style=\"font-L\">据分析师预测，到2030年，中国市场在特斯拉汽车销量中的占比将降至约10%，在集团总收入中仅占6-7%。</p><p cms-style=\"font-L\">服务收入的稳健增<span>长和</span><span></span>在美制造业的领先地位，进一步坚定了摩根士丹利的看好立场。</p><p cms-style=\"font-L\">然而，尽管看好特斯拉在AI和机器人领域的长期发展，该行也提醒投资者警惕短期风险。</p><p cms-style=\"font-L\">分析师警示：“电动车行业寒潮或将持续，短期可能需要更多措施来控制潜在损失。”他们还对公司治理提出质疑，尤其是马斯克寻求25%否决权股份的举动，以及市场对FSD自动驾驶出租车的过度期待。</p><p cms-style=\"font-L\">不过分析师强调，虽然特斯拉发展路径或有波折，但展望2025年，“投资者将继续青睐并重视这些成熟和新兴的实体AI产业，而特斯拉在这些领域已确立了实质性竞争优势。”</p><p cms-style=\"font-L\">他们同时维持特斯拉股票800美元的乐观目标价。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>看涨特斯拉50%，摩根士丹利再度力挺</title>\n<style 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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看涨特斯拉50%，摩根士丹利再度力挺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-05 18:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-03-05/doc-inenrcyc8757012.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利重新将特斯拉(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-03-05/doc-inenrcyc8757012.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4099":"汽车制造商","BK4543":"AI","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4598":"佩洛西持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","MS":"摩根士丹利","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE 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ETF-Direxion"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-03-05/doc-inenrcyc8757012.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2517906379","content_text":"摩根士丹利重新将特斯拉(NASDAQ:TSLA)评为“首选”美国汽车股，给出430美元目标价，较目前股价有逾50%的上升空间。特斯拉股价年内已跌去近三成，华尔街投行认为这是难得的布局良机，并特别指出公司正在从单纯的电动车制造商向AI和机器人科技公司转型。尽管车辆交付增速放缓，但摩根士丹利看好特斯拉从“纯汽车”向“AI和机器人综合科技”的战略转型。该行预计，随着AI技术从虚拟走向现实应用，特斯拉的市场空间将突破自动驾驶领域，迎来显著扩张。人形机器人被视为特斯拉未来增长的重要引擎。首席分析师亚当·乔纳斯团队测算，“特斯拉Optimus每拿下美国劳动力市场1%的份额，就能为每股带来约100美元的增值。”投资者对这一领域的关注度持续攀升，市场普遍认为人形机器人的商业前景可能超越自动驾驶汽车。能源业务同样前景可期。分析师预计，在全球能源需求攀升和AI耗电量激增的推动下，特斯拉能源部门未来价值有望超越汽车业务。值得注意的是，特斯拉能源储存业务的利润率可能达到汽车业务的两倍，彰显了该领域的发展潜力。中国业务风险的逐步降低也是摩根士丹利看好特斯拉的重要原因。2024年特斯拉在华收入占比为21%，这一比例预计将持续下降。据分析师预测，到2030年，中国市场在特斯拉汽车销量中的占比将降至约10%，在集团总收入中仅占6-7%。服务收入的稳健增长和在美制造业的领先地位，进一步坚定了摩根士丹利的看好立场。然而，尽管看好特斯拉在AI和机器人领域的长期发展，该行也提醒投资者警惕短期风险。分析师警示：“电动车行业寒潮或将持续，短期可能需要更多措施来控制潜在损失。”他们还对公司治理提出质疑，尤其是马斯克寻求25%否决权股份的举动，以及市场对FSD自动驾驶出租车的过度期待。不过分析师强调，虽然特斯拉发展路径或有波折，但展望2025年，“投资者将继续青睐并重视这些成熟和新兴的实体AI产业，而特斯拉在这些领域已确立了实质性竞争优势。”他们同时维持特斯拉股票800美元的乐观目标价。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MS":1,"TSYW.SI":0.6,"TSLL":1,"TSLA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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