Morgan Stanley Raises Tesla’s Price Target to $400 From $250
Morgan Stanley Raises Tesla’s Price Target to $400 From $250
Morgan Stanley has raised $Tesla (TSLA.US)$'s rating from Equal Weight to Overweight, with the price target increasing from $250 to $400.
摩根士丹利已筹集资金 $特斯拉 (TSLA.US)$的评级从 “同等权重” 到 “增持”，目标价从 250 到 400 美元。
The analyst regards Tesla as both an automotive and technology company but anticipates that software and service revenues will be the main value drivers moving forward. Similar factors contributing to $Amazon (AMZN.US)$ Web Services accounting for 70% of Amazon's total EBIT are expected to work in Tesla's favor, "opening up new addressable markets that extend well beyond selling vehicles at a fixed price," according to the analyst's research note to investors.
该分析师认为特斯拉既是一家汽车公司，也是一家科技公司，但预计软件和服务收入将成为未来主要的价值驱动力。造成这种情况的类似因素 $亚马逊 (AMZN.US)$ 根据分析师给投资者的研究报告，占亚马逊息税前利润总额70％的网络服务预计将对特斯拉有利，“开辟新的潜在市场，其范围远远超出了以固定价格销售汽车的范围”。
Morgan Stanley believes Dojo, Tesla's custom supercomputing initiative in development for the last five years, is the impetus behind this prediction. The firm anticipates that Dojo may add up to $500B to Tesla's enterprise value by hastening the adoption rate of mobility and network services. This drives the price target adjustment, the upgrade, and Tesla's ascension as the analyst's top pick, replacing Ferrari (RACE).
摩根士丹利认为 道场，特斯拉过去五年来一直在开发的定制超级计算计划，是这一预测背后的动力。该公司预计 通过加快移动和网络服务的采用率，Dojo可能会为特斯拉的企业价值增加5000亿美元。 这推动了目标价格调整、升级，以及特斯拉取代法拉利（RACE）成为分析师的首选。
