奥本海默维持特斯拉“与大盘持平”评级,看好其向Physical AI平台转型

智通财经
Sep 22
【奥本海默维持特斯拉“与大盘持平”评级,看好其向Physical AI平台转型】奥本海默维持特斯拉“与大盘持平”评级,认为公司正从汽车制造商进一步转向垂直整合的Physical AI平台。该机构指出,特斯拉在供应链关键环节持续加强自研能力,其中进入半导体制造被视为一项激进但重要的战略举措,有助于提升核心硬件性能并降低供应链风险。奥本海默认为,Dojo项目积累的芯片和计算经验仍将支持特斯拉在不同形态产品上推进自研芯片,同时公司在算力扩张和Cybercab制造方面继续取得进展。不过,该机构预计Optimus人形机器人量产节奏仍可能进一步推迟,并认为Dojo此前并未显著拉开特斯拉计算平台与同行之间的差距。

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