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大摩:看好特斯拉储能业务表现

Morgan Stanley bullish on Tesla's battery business performance.

Gelonghui Finance ·  Jul 10 10:15

Morgan Stanley raised the valuation of Tesla's energy storage business. It is expected that the AI boom will drive a surge in global electricity demand, and the company has the ability to expand its market share in this field. Damo raised Tesla Energy's valuation from 36 US dollars/share to 50 US dollars/share, while the target price for Tesla (TSLA.US) was 310 US dollars, while lowering Tesla's car sales expectations until 2030. Damo estimates that the profit generated by making full use of a large factory that produces high-capacity batteries is equivalent to the profit of selling 1 million Tesla cars. Adam Jonas, an analyst at the bank, said, “No wonder investors are beginning to consider the real possibility that Tesla energy could be more valuable than Tesla cars.”

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