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美股异动 | 特斯拉涨近9%，摩根士丹利：特斯拉股价将飙升至400美元

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23:33","market":"us","language":"zh","title":"美股异动 | 特斯拉涨近9%，摩根士丹利：特斯拉股价将飙升至400美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130794745","media":"老虎资讯综合","summary":"摩根士丹利分析师将其评级从“中性”上调至“增持”。","content":"<html><head></head><body><p>9月11日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨近9%，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师将其评级从“中性”上调至“增持”，目标价从250美元上调至400美元，并称特斯拉是其在电动汽车行业的首选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bafdf7496e72133e2a84ad5185aad01c\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根士丹利分析师Adam Jonas发表研报，将特斯拉评级从“中性”上调至“增持”，目标价从250美元上调至400美元，并称特斯拉是其在电动汽车行业的首选。该分析师表示，该公司未来最大的价值驱动因素将是其软件和服务收入。</p><p style=\"text-align: justify;\">Jonas指出，推动<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS服务达到公司70%的总EBIT的力量同样适用于特斯拉，并且，这将帮助其开拓新的、远远超出以固定价格销售汽车范围的潜在市场。</p><p style=\"text-align: justify;\">摩根士丹利之所以看好特斯拉的技术优势，很大一部分原因与Dojo有关。据悉，Dojo是特斯拉内部专门设计的超级计算机，用于训练每辆特斯拉汽车内部的全自动驾驶系统。</p><p style=\"text-align: justify;\">至关重要的是，特斯拉管理层曾表示，该公司需要尽可能多的计算能力/<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU集群，但无法确保训练汽车所需的芯片数量。因此，在一定程度上，Dojo的开发是基于这样一个理由，即公司可以开发一个更有效的系统来满足他们处理培训驾驶系统中大量数据的需求，而不必付出过高成本。</p><p style=\"text-align: justify;\">“我们相信，Dojo可以为特斯拉的企业价值增加5000亿美元，这可以通过在移动出行(Robotaxi)和网络服务方面更快的采用率来体现。”</p></body></html>","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>美股异动 | 特斯拉涨近9%，摩根士丹利：特斯拉股价将飙升至400美元</title>\n<style 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}\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; 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨近9%，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师将其评级从“中性”上调至“增持”，目标价从250美元上调至400美元，并称特斯拉是其在电动汽车行业的首选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bafdf7496e72133e2a84ad5185aad01c\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根士丹利分析师Adam Jonas发表研报，将特斯拉评级从“中性”上调至“增持”，目标价从250美元上调至400美元，并称特斯拉是其在电动汽车行业的首选。该分析师表示，该公司未来最大的价值驱动因素将是其软件和服务收入。</p><p style=\"text-align: justify;\">Jonas指出，推动<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS服务达到公司70%的总EBIT的力量同样适用于特斯拉，并且，这将帮助其开拓新的、远远超出以固定价格销售汽车范围的潜在市场。</p><p style=\"text-align: justify;\">摩根士丹利之所以看好特斯拉的技术优势，很大一部分原因与Dojo有关。据悉，Dojo是特斯拉内部专门设计的超级计算机，用于训练每辆特斯拉汽车内部的全自动驾驶系统。</p><p style=\"text-align: justify;\">至关重要的是，特斯拉管理层曾表示，该公司需要尽可能多的计算能力/<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU集群，但无法确保训练汽车所需的芯片数量。因此，在一定程度上，Dojo的开发是基于这样一个理由，即公司可以开发一个更有效的系统来满足他们处理培训驾驶系统中大量数据的需求，而不必付出过高成本。</p><p style=\"text-align: justify;\">“我们相信，Dojo可以为特斯拉的企业价值增加5000亿美元，这可以通过在移动出行(Robotaxi)和网络服务方面更快的采用率来体现。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0234570918.USD":"高盛全球核心股票组合Acc 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Jonas发表研报，将特斯拉评级从“中性”上调至“增持”，目标价从250美元上调至400美元，并称特斯拉是其在电动汽车行业的首选。该分析师表示，该公司未来最大的价值驱动因素将是其软件和服务收入。Jonas指出，推动亚马逊的AWS服务达到公司70%的总EBIT的力量同样适用于特斯拉，并且，这将帮助其开拓新的、远远超出以固定价格销售汽车范围的潜在市场。摩根士丹利之所以看好特斯拉的技术优势，很大一部分原因与Dojo有关。据悉，Dojo是特斯拉内部专门设计的超级计算机，用于训练每辆特斯拉汽车内部的全自动驾驶系统。至关重要的是，特斯拉管理层曾表示，该公司需要尽可能多的计算能力/英伟达GPU集群，但无法确保训练汽车所需的芯片数量。因此，在一定程度上，Dojo的开发是基于这样一个理由，即公司可以开发一个更有效的系统来满足他们处理培训驾驶系统中大量数据的需求，而不必付出过高成本。“我们相信，Dojo可以为特斯拉的企业价值增加5000亿美元，这可以通过在移动出行(Robotaxi)和网络服务方面更快的采用率来体现。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":834,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":344026775064664,"commentId":"344026775064664","gmtCreate":1725015525423,"gmtModify":1725015529253,"authorId":3494373853890812,"author":{"id":3494373853890812,"idStr":"3494373853890812","authorId":3494373853890812,"name":"悦悦小姐姐","avatar":"https://static.tigerbbs.com/f487f0a8c08e9a49795d40c863b51760","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.71%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/3d9c5f09a3dff04a25cdd383107a8318","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":218707984318736,"objectIdStr":"218707984318736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"在不在？","text":"在不在？","html":"在不在？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/218707984318736"}