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.
摩根士丹利已籌集資金 $特斯拉 (TSLA.US)$的評級從 “同等權重” 到 “增持”，目標價從 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.
該分析師認爲特斯拉既是一家汽車公司，也是一家科技公司，但預計軟件和服務收入將成爲未來主要的價值驅動力。造成這種情況的類似因素 $亞馬遜 (AMZN.US)$ 根據分析師給投資者的研究報告，佔亞馬遜息稅前利潤總額70％的網絡服務預計將對特斯拉有利，“開闢新的潛在市場，其範圍遠遠超出了以固定價格銷售汽車的範圍”。
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).
摩根士丹利認爲 道場，特斯拉過去五年來一直在開發的定製超級計算計劃，是這一預測背後的動力。該公司預計 通過加快移動和網絡服務的採用率，Dojo可能會爲特斯拉的企業價值增加5000億美元。 這推動了目標價格調整、升級，以及特斯拉取代法拉利（RACE）成爲分析師的首選。
