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
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).
深水资产管理的管理合伙人基因·穆斯特明确表示,特斯拉公司(纳斯达克:TSLA)是最具创新性的公司,超越了苹果公司(纳斯达克:AAPL)、Alphabet Inc.(纳斯达克:GOOG)(纳斯达克:GOOGL)和英伟达公司(纳斯达克:NVDA)等科技巨头。
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.
发生了什么:周二,穆斯特在X(前身为Twitter)上指出,埃隆·马斯克领导的特斯拉股票在过去65个交易日内上涨了84%,这与10月份的"我们,机器人"事件密切相关。
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%."
他将特斯拉令人印象深刻的股票表现归因于对自主性和未来机器人的信心重燃。"作为比较,其余的科技七巨头平均上涨了10%,纳斯达克上涨了8%。"
Munster went on to add that Tesla's current market cap stands at $1.3 trillion.
穆斯特还补充说,特斯拉目前的市值为1.3万亿。
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.
他将特斯拉与其他市值超过2万亿的公司进行比较,如苹果、亚马逊公司(纳斯达克:AMZN)、谷歌、微软-T(纳斯达克:MSFT)和英伟达,断言特斯拉在这些公司中无疑是最具创新性的。
"In other words, I believe Tesla's market cap has plenty of room to grow," he stated.
"换句话说,我相信特斯拉的市值还有很大的成长空间,"他说。
$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%.
— Gene Munster (@munster_gene) December 10, 2024
Tesla's run is a direct result of a renewed belief in autonomy and future robotics. As Franz said at 'We,...
$TSLA在过去65个交易日内上涨了84%,或者自10月11日的"我们,机器人"事件以来。此外,其余的科技七巨头平均上涨了10%,纳斯达克上涨了8%。
— 基因·穆斯特 (@munster_gene) 2024年12月10日
特斯拉的上涨直接源于对自主性和未来机器人的信念重燃。正如弗朗茨在"我们,机器人"事件上所说的...
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.
重要性:根据特斯拉高管阿肖克·埃鲁斯瓦米的说法,"我们,机器人"活动中有19辆网络出租车和29辆Model Y实现了自主驾驶,未报告任何与安全相关的事件。
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,ARK投资管理公司的首席执行官凯西·伍德也描述特斯拉为"地球上最大的人工智能项目",强调其在多个领域的变革潜力。
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.
本周早些时候,未来基金公司的管理合伙人加里·布莱克将特斯拉的目标股价上调了27%,目标价为380美元,原因是有可能推出一款25000到30000美元的掀背车型。
This new offering could capture approximately 15% of the global compact car market, further boosting Tesla's growth prospects.
这一新产品有望占据全球紧凑型汽车市场大约15%的份额,进一步提升特斯拉的增长前景。
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.
在中国,特斯拉的销售势头同样值得关注,截至12月8日的一周,保险注册数量达到21900辆,创下2024年第二佳周数据。
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.
价格动态:周二,特斯拉股票的交易日收盘上涨2.187%,收于400.99美元。在盘后交易中,股价进一步上升0.55%。截至目前,今年股价已上涨61.42%,根据Benzinga Pro数据。
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%.
分析师们目前对特斯拉股票的共识评级为"持有",Stifel在12月2日设定了411美元的最高目标价。Cantor Fitzgerald、摩根士丹利和德意志银行的最新目标价平均为378.33美元,表明潜在下行6.17%。

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