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Tesla Tops Nvidia And Apple In Innovation: Analyst Sees Significant Market Cap Upside For Elon Musk-Led EV Giant

Tesla Tops Nvidia And Apple In Innovation: Analyst Sees Significant Market Cap Upside For Elon Musk-Led EV Giant

特斯拉在創新方面超越了英偉達和蘋果:分析師認爲穆斯克領導的電動汽車巨頭有顯著的市值上升空間
Benzinga ·  02:12

Gene Munster, managing partner at Deepwater Asset Management, has asserted Tesla Inc. (NASDAQ:TSLA) as the most innovative company, surpassing tech giants like Apple Inc. (NASDAQ:AAPL), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Nvidia Corporation (NASDAQ:NVDA).

深水資產管理公司管理合夥人吉恩·芒斯特斷言特斯拉公司(納斯達克股票代碼:TSLA)是最具創新性的公司,超過了蘋果公司(納斯達克股票代碼:AAPL)、Alphabet Inc.(納斯達克股票代碼:GOOG)(納斯達克股票代碼:GOOG)和英偉達公司(納斯達克股票代碼:NVDA)等科技巨頭。

What Happened: On Tuesday, Munster took to X, formerly Twitter, and pointed out that Elon Musk-led Tesla's stock surged by 84% over the last 65 trading days, following the 'We, Robot' event in October.

發生了什麼:週二,芒斯特在X(前身爲Twitter)上指出,繼10月份的 「我們,機器人」 活動之後,埃隆·馬斯克領導的特斯拉股票在過去65個交易日中飆升了84%。

He attributed Tesla's impressive stock performance to renewed confidence in autonomy and future robotics. "As a comparison, the rest of the Mag 7 is up, on average, 10%, and the Nasdaq up 8%."

他將特斯拉令人印象深刻的股票表現歸因於人們對自動駕駛和未來機器人技術的信心恢復。「相比之下,科技七巨頭指數的其餘股價平均上漲10%,納斯達克指數上漲8%。」

Munster went on to add that Tesla's current market cap stands at $1.3 trillion.

芒斯特接着補充說,特斯拉目前的市值爲1.3萬億美元。

He compared Tesla to other companies with market caps exceeding $2 trillion, such as Apple, Amazon.com, Inc. (NASDAQ:AMZN), Google, Microsoft Corporation (NASDAQ:MSFT), and Nvidia, asserting that Tesla is arguably the most innovative among them.

他將特斯拉與市值超過2萬億美元的其他公司進行了比較,例如蘋果、亞馬遜公司(納斯達克股票代碼:AMZN)、谷歌、微軟公司(納斯達克股票代碼:MSFT)和英偉達,斷言特斯拉可以說是其中最具創新性的公司。

"In other words, I believe Tesla's market cap has plenty of room to grow," he stated.

他說:「換句話說,我相信特斯拉的市值有很大的增長空間。」

$TSLA is up 84% over the last 65 trading days, or since the 10/11 'We, Robot' event. As a comparison, the rest of the Mag 7 is up, on average, 10%, and the Nasdaq up 8%.
Tesla's run is a direct result of a renewed belief in autonomy and future robotics. As Franz said at 'We,...

— Gene Munster (@munster_gene) December 10, 2024

在過去的65個交易日中,或自10/11 「我們,機器人」 活動以來,$TSLA上漲了84%。相比之下,科技七巨頭指數的其餘股價平均上漲10%,納斯達克指數上漲8%。
特斯拉的上漲是人們對自主性和未來機器人技術重新樹立信心的直接結果。正如弗朗茲在 「我們」 中所說的那樣,...

— 吉恩·芒斯特 (@munster_gene) 2024 年 12 月 10 日

Why It Matters: The 'We, Robot' event featured 19 Cybercabs and 29 Model Ys driving autonomously, with no safety-related incidents reported, according to Tesla executive Ashok Elluswamy.

爲何重要:特斯拉高管阿肖克·埃盧斯瓦米表示,「我們,機器人」 活動中有19輛賽博出租車和29輛Model Y自動駕駛,沒有報告任何與安全有關的事件。

Previously, Cathie Wood, CEO of ARK Investment Management LLC, also described Tesla as "the largest AI project on Earth," underscoring its transformative potential across multiple sectors.

此前,方舟投資管理有限責任公司首席執行官凱西·伍德也將特斯拉描述爲 「地球上最大的人工智能項目」,強調了其在多個領域的變革潛力。

Earlier this week, Gary Black, managing partner at The Future Fund LLC, raised his price target for Tesla by 27% to $380, citing the potential launch of a $25,000-$30,000 hatchback model.

本週早些時候,未來基金有限責任公司的管理合夥人加里·布萊克將特斯拉的目標股價上調了27%,至380美元,理由是可能推出一款價值25,000至3萬美元的掀背車車型。

This new offering could capture approximately 15% of the global compact car market, further boosting Tesla's growth prospects.

這項新產品可能佔據全球緊湊型汽車市場約15%的份額,進一步提振特斯拉的增長前景。

In China, Tesla's sales momentum is also noteworthy, with insurance registrations reaching 21,900 units for the week ending Dec. 8, marking its second-best week in 2024.

在中國,特斯拉的銷售勢頭也值得關注,截至12月8日的一週,特斯拉的保險註冊量達到21,900輛,這是2024年第二好的一週。

Price Action: On Tuesday, Tesla shares ended the trading session with a 2.187% increase, closing at $400.99. During after-hours trading, the stock saw a further rise of 0.55%. So far this year, it has climbed 61.42%, as per Benzinga Pro data.

價格走勢:週二,特斯拉股價收盤上漲2.187%,收於400.99美元。在盤後交易中,該股進一步上漲了0.55%。根據Benzinga Pro的數據,今年到目前爲止,它已經上漲了61.42%。

Analysts currently have a consensus "hold" rating for Tesla stock, with Stifel setting the highest price target at $411 on Dec. 2. Recent price targets from Cantor Fitzgerald, Morgan Stanley, and Deutsche Bank average $378.33, indicating a potential downside of 6.17%.

分析師目前對特斯拉股票的普遍評級爲 「持有」,Stifel在12月2日將最高目標股價定爲411美元。坎託·菲茨傑拉德、摩根士丹利和德意志銀行最近的目標股價平均爲378.33美元,表明潛在下跌幅度爲6.17%。

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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

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