金吾财讯 | 摩根士丹利发表研报指,特斯拉(TSLA)将资本分配至太阳能制造,是基于对地缘政治变化与数据中心需求的长期战略考量。大摩认为,特斯拉垂直整合太阳能制造的计划,体现了马斯克希望将大量太阳能驱动的数据中心送入太空的目标,同时推动其领先的能源储存业务的协同发展。根据大摩初步估算,特斯拉太阳能在全面运行后,可能为能源业务增加200亿至500亿美元(每股6至14美元)的股权价值,而该行目前对...
Source Link金吾财讯 | 摩根士丹利发表研报指,特斯拉(TSLA)将资本分配至太阳能制造,是基于对地缘政治变化与数据中心需求的长期战略考量。大摩认为,特斯拉垂直整合太阳能制造的计划,体现了马斯克希望将大量太阳能驱动的数据中心送入太空的目标,同时推动其领先的能源储存业务的协同发展。根据大摩初步估算,特斯拉太阳能在全面运行后,可能为能源业务增加200亿至500亿美元(每股6至14美元)的股权价值,而该行目前对...
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