大行评级丨大摩:SpaceX与特斯拉共享技术、人才及基建,有望共同把握实体AI机遇

格隆汇
6 hours ago
摩根士丹利发表研报指,SpaceX与特斯拉在将能源转化为智能的共同使命下,共享技术、人才及基础设施;SpaceX可为特斯拉提供算力(该行估计至2027年底4.9吉瓦、至2031年底地面算力15.3吉瓦)、以低轨卫星为主的高速低延迟连接,以及充裕现金;特斯拉则可为SpaceX提供机械人作为数据与边缘算力节点、多元环境数据、储能与太阳能,以及大规模制造经验。随着大型语言模型或接近潜在极限,该行预期市场焦点将转向AI在实体世界等渗透不足领域的应用,两家公司或更可能共同把握实体AI机遇。该行维持SpaceX“增持”评级及目标价300美元,特斯拉目标价400美元。

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