🔥🎯 Morgan Stanley's latest view: $Tesla(TSLA.US) is standing at a key inflection point in the auto industry driven by #AI, and it's the leader.

This is not just a generic "bullish on autonomous driving" statement, but a very clear judgment: when driving moves from "assistance" to a true hands-off, eyes-off stage, what determines victory is no longer hardware, but data, computing power, and the closed-loop capability of the AI system.

Morgan Stanley highlighted $Tesla(TSLA.US)'s core advantages:

1️⃣ Real-world data from its fleet size, which is a moat that no simulation can replace

2️⃣ Continuously evolving computing power and neural network training system, creating positive feedback

3️⃣ #FSD is not just a feature, but the infrastructure for #Robotaxi and full self-driving

What does this mean?

While the industry is still debating "whether autonomous driving can be achieved," $Tesla(TSLA.US) has already entered the stage of "how to scale and commercialize."

The competition in autonomous driving is fundamentally shifting from an engineering problem to a systemic AI advantage.

If Morgan Stanley's judgment holds, the divergence ahead will be very clear:

Not every automaker can cross this AI inflection point.

Do you think the real watershed moment will come before or after the commercialization of #Robotaxi?

📣 Keep tracking $Tesla(TSLA.US), #ArtificialIntelligence, and the key inflection points of autonomous driving to understand market changes that are not yet fully priced in.

$Tesla(TSLA.US) #Tesla #ElonMusk #AI #ArtificialIntelligence #FSD #AutonomousVehicles #SelfDrivingCars #Robotaxi #TechStocks