【摩根士丹利：维持特斯拉“增持”评级 看好AI生态破局】金十数据6月10日讯，尽管特斯拉股价下跌，摩根士丹利分析师Adam Jonas重申了对特斯拉的“增持”评级和410美元的目标价，并指出其在电动汽车以外的领域也拥有优势。Jonas称，尽管近期特斯拉面临估值压力，但其在物理AI能力方面拥有巨大的增长潜力，例如自动驾驶汽车、机器人技术、储能和制造基础设施。他认为，没有其他公司在数据、人工智能、机器人技术和支持网络方面能与特斯拉匹敌。尽管传统电动汽车面临阻力，但特斯拉更广泛的技术生态系统仍然引人注目。乔纳斯展望了马斯克旗下公司未来的协同效应，例如SpaceX与特斯拉汽车的整合，以及xAI和Optimus等人工智能系统的协同工作。特斯拉仍然是他眼中美国汽车行业的首选。
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