大摩:Tesla研發超級電腦或帶動市值提升76% 上調評級至「增持」
大摩發表報告,認為Tesla(TSLA.US)用於訓練自動駕駛汽車的超級電腦Dojo,可能會對公司帶來不對稱優勢,帶動市值上升近6,000億美元,即約76%。
Tesla將於7月開始生產Dojo,計劃到明年投入超過10億美元。大摩稱,Dojo可以開闢新的潛在市場,遠超出以固定價格銷售汽車的範圍,將Tesla於2040年的服務收入預測由之前的1,570億上調至3,350億美元,相信屆時服務部門將佔公司核心盈利的 60%以上。
大摩將Tesla評級上調至「增持」,並列為首選股,12至18個月的目標價上調60%至400美元。
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