Morgan Stanley releases Tesla stock analysis: Four factors that long-term catalyze Tesla's valuation and technological leadership

BlockBeats News, November 12th, Morgan Stanley released a stock price analysis for Tesla over the next 6-12 months, stating that besides Elon Musk’s $1 trillion compensation plan, several factors will influence Tesla’s stock price in the coming year:

• xAI Association: Tesla’s relationship with Musk’s AI startup xAI is crucial for both financial and strategic reasons, as they share data and software synergy;
• Full Self-Driving (FSD): Musk claims that version 14.3 will allow drivers to “send texts while driving,” marking a significant milestone in algorithmic driving;
• Chip Manufacturing: Musk hinted that Tesla might build its own chip factory to ensure AI supply and strengthen vertical integration;
• AI Network Vision: Tesla could convert idle vehicles into a distributed AI cloud, forming a massive “cluster” intelligent network. Morgan Stanley states these developments could be potential long-term catalysts for Tesla’s valuation and technological leadership.

BlockBeats previously reported on November 7th that the trillion-dollar bet was settled, with Elon Musk’s $878 billion compensation package approved by Tesla shareholders. Under the new compensation plan, Musk will receive stock awards in stages based on Tesla’s market capitalization growth, profit milestones, and sales targets. Over 7.5 years, if all rewards are achieved, Musk will receive 423 million new shares, increasing his ownership to approximately 25%. Future goals over the next ten years include: delivering 20 million vehicles, deploying 1 million Robotaxis, selling 1 million robots, and achieving core profits of $400 billion.