100GW,远超美国地面需求!特斯拉要扩的光伏产能,在为太空数据中心准备

华尔街见闻
Feb 11

特斯拉抛出“新增100GW太阳能制造产能”的设想后,市场最关心的其实不是它会不会去做组件生意,而是这件事在特斯拉的长期版图里到底扮演什么角色。摩根士丹利的这份研究把答案指向两个关键词:供应链与数据中心——尤其是“太空数据中心”。 2月11日,据追风交易台消息,摩根士丹利分析师Andrew S Percoco在最新发布的研报中指出,特斯拉垂直整合光伏供应链的核心驱动力并非为了在地球上卖板子,而是为了...

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