<p>说 2025 年初对特斯拉（NASDAQ: TSLA）股东来说是艰难的，实在是轻描淡写。公司的利润和销售数据大幅下滑，许多人将此归因于首席执行官 <strong>埃隆·马斯克</strong> 日益增长的不受欢迎程度。尽管如此，摩根士丹利的分析师对公司的长期前景持乐观态度。继续阅读以了解原因。</p>
<p>特斯拉的公众形象急剧下滑，既突然又出乎意料。就在一年前，商界还将马斯克视为创新者和天才。特斯拉汽车几乎没有竞争对手，是美国最受欢迎的电动车，未来看起来更加光明。然而，在马斯克接管 DOGE 的领导角色后，情况开始急转直下。</p>
<p><strong>不要错过：</strong></p>
<ul>
<li><strong>孩之宝、米高梅和斯凯奇信任这家 AI 营销公司——在为时已晚之前投资。</strong></li>
<li><strong>受 Uber 和 Airbnb 启发——德勤最快增长的软件公司正在将 70 亿部智能手机转变为收入生成资产——只需$1,000 即可以每股$0.30 投资！</strong></li>
</ul>
<p>然后是他公开支持德国极右翼的 AFD 政党。这一切结合在一起，形成了完美的反感风暴。尽管对电动车的需求上升，特斯拉在美国和欧洲的销量却暴跌。股价暴跌，情况糟糕到传出特斯拉董事会正在悄悄寻找新首席执行官的传闻。这似乎是摩根士丹利分析师 <strong>亚当·乔纳斯</strong> 将其评为 “首选” 的股票的一个相当奇怪的背景故事。</p>
<p>可以肯定的是，乔纳斯并不预测不满的特斯拉客户会很快蜂拥而回。他的预测基于其他因素，最显著的是相信特斯拉不仅仅是一家汽车公司。</p>
<p><strong>热门趋势：制造$60,000 可折叠房屋的公司拥有 3 座工厂，建造了 600 多座房屋，并有大计划解决住房问题——这是您以每股$0.80 成为投资者的最后机会。</strong></p>
<p>根据 Tipranks，乔纳斯的分析基于他称之为 D.R.E.A.M.S.的首字母缩略词。具体分析如下：</p>
<h3>德勤的#1 最快增长的软件公司与亚马逊、沃尔玛和塔吉特合作——许多人急于以每股仅$0.26 抢购其 4,000 股 IPO 前股票！</h3>
<p>Mode Mobile 开发了一款名为 EarnPhone 的智能手机，允许用户通过玩视频游戏、听音乐和阅读新闻来赚取和储蓄资金。该手机定价为$99，降低了采用的门槛。</p>
<p><strong>所有智能手机用户的赚钱机会</strong> <strong>Mode EarnPhone</strong></p>
<p>这款先进的智能手机设备包括内置的赚钱功能。</p>
<p><strong>EarnOS</strong></p>
<p>专有的赚钱软件将智能手机转变为 EarnPhones。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdnwp-s3.benzinga.com/wp-content/uploads/2024/11/22162831/Elon.jpg/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0yMzA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdnwp-s3.benzinga.com/wp-content/uploads/2024/11/22162831/Elon.jpg/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0yMzA"/></p>
<p><strong>最低投资：</strong>$1000</p>
<p><strong>股价：</strong>$0.26</p>
<p><strong>估值：</strong>$310M</p>
<ul>
<li><strong>数据：</strong> 即使销售数字暴跌，特斯拉在路上仍有超过 700 万辆汽车，并预计到 2040 年将达到 4000 万辆。这为特斯拉提供了大量的驾驶员和消费者数据进行处理和营销。</li>
<li><strong>机器人技术：</strong> 特斯拉使用自己的机器人生产汽车，这项技术的价值超出了电动车生产。</li>
<li><strong>能源：</strong> 特斯拉在生产可以为大大小小的运营提供电力的电池方面也是领先者。</li>
<li><strong>人工智能：</strong> 特斯拉拥有一个先进的人工智能部门，正在帮助开发其自动驾驶汽车，并将在未来有其他有价值的用途。</li>
<li><strong>制造：</strong> 乔纳斯表示，特斯拉是 “全球最垂直整合、美国本土采购的汽车公司”。</li>
<li><strong>太空：</strong> 乔纳斯认为特斯拉的 <strong>SpaceX</strong> 部门是 “数据传输层——人工智能生态系统的连接组织”。</li>
</ul>
<p>乔纳斯认为，这种优势和资产的组合将使特斯拉在当前低迷中生存并在长期内蓬勃发展。他的分析指出：“我们经常被问到特斯拉的秘密武器是什么？它的护城河是什么？其实——并不是单一的东西，而是六个特征的组合，使特斯拉与同行区分开来。”</p>
<p>他在接受 CNBC 采访时进一步阐述：“我认为特斯拉是一家被高估的汽车公司，但是一家被低估的本土和可再生能源公司。是时候释放民主的武器来控制我们的能源命运，而我们在摩根士丹利，至少，我们很难找到一个比特斯拉更有能力引领我们走向这一目标的名字。”</p>
<p>乔纳斯给予特斯拉 “增持” 评级，并设定了$410 的目标价。这意味着他认为特斯拉的估值大约低估了 20%。考虑到特斯拉当前的情况，这一乐观预测并不孤单，许多人相信特斯拉可能达到每股$400 的高点。Benzinga 汇总了 27 位分析师对特斯拉的目标价格，普遍预期价格为$295.23，但 Stifel 认为特斯拉将达到$450。</p>
<p>Wedbush 最近的指导意见显示，特斯拉的股价将达到每股$475。乔纳斯对特斯拉的持续信心根植于公司其他技术和能力使其具备超越汽车公司的生存能力。这意味着现在可能是投资者重新回到特斯拉的最佳时机。</p>
<ul>
<li><strong>投资痛点——帮助数百万患者康复：投资 Cytonics，帮助打破 3900 亿美元的大型制药垄断。</strong></li>
<li><strong>德勤的最快增长软件公司与亚马逊、沃尔玛和塔吉特合作——许多人急于以每股仅$0.30 抢购其 4,000 股 IPO 前股票！</strong></li>
</ul>
<p><em><strong>图片来源：Shutterstock</strong></em></p>

特斯拉

<p>摩根士丹利的分析师尽管面临最近的挑战，包括利润和销售下降，这被归因于首席执行官埃隆·马斯克的不受欢迎，仍然对特斯拉持乐观态度。分析师亚当·乔纳斯强调了特斯拉的长期潜力，指出其丰富的车辆数据、机器人技术、能源生产、人工智能进展和垂直整合。他将特斯拉评级为 “增持”，目标价为 410 美元，认为其被低估。尽管 27 位分析师的共识目标为 295.23 美元，但一些人预测价格高达 475 美元，反映出对特斯拉在汽车之外更广泛技术能力的信心</p>

<p>To say that early 2025 has been difficult for Tesla (NASDAQ: TSLA) stockholders would be an understatement. Company profits and sales figures are way down, and many attribute this to the growing unpopularity of CEO <strong>Elon Musk</strong>. Despite that, Morgan Stanley analysts are bullish about the company's long-term outlook. Keep reading to find out why.</p>
<div class="lb-trans"><p>说 2025 年初对特斯拉（NASDAQ: TSLA）股东来说是艰难的，实在是轻描淡写。公司的利润和销售数据大幅下滑，许多人将此归因于首席执行官 <strong>埃隆·马斯克</strong> 日益增长的不受欢迎程度。尽管如此，摩根士丹利的分析师对公司的长期前景持乐观态度。继续阅读以了解原因。</p>
</div><p>Tesla's public fall from grace has been as sudden as it was unexpected. As recently as a year ago, the business world hailed Musk as everything from an innovator to a genius. Tesla cars were almost unchallenged as America's favorite EV, and the future looked even brighter. The bottom began falling out shortly after Musk took on a leadership role at DOGE.</p>
<div class="lb-trans"><p>特斯拉的公众形象急剧下滑，既突然又出乎意料。就在一年前，商界还将马斯克视为创新者和天才。特斯拉汽车几乎没有竞争对手，是美国最受欢迎的电动车，未来看起来更加光明。然而，在马斯克接管 DOGE 的领导角色后，情况开始急转直下。</p>
</div><p><strong>Don't Miss:</strong></p>
<div class="lb-trans"><p><strong>不要错过：</strong></p>
</div><ul>
<li><strong>Hasbro, MGM, and Skechers trust this AI marketing firm — Invest before it's too late.</strong></li>
<li><strong>Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – with $1,000 you can invest at just $0.30/share!</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>孩之宝、米高梅和斯凯奇信任这家 AI 营销公司——在为时已晚之前投资。</strong></li>
<li><strong>受 Uber 和 Airbnb 启发——德勤最快增长的软件公司正在将 70 亿部智能手机转变为收入生成资产——只需$1,000 即可以每股$0.30 投资！</strong></li>
</ul>
</div><p>Then there was his open embrace of Germany's far-right AFD political party. It all combined to create the perfect storm of unpopularity. Tesla sales plummeted in the U.S. and Europe despite rising demand for EVs. The stock tanked, and things got so bad that there were rumors that Tesla's board was quietly searching for a new CEO. That seems like a rather odd backstory for a stock that Morgan Stanley Analyst <strong>Adam Jonas</strong> rated as a &#34;top pick.&#34;</p>
<div class="lb-trans"><p>然后是他公开支持德国极右翼的 AFD 政党。这一切结合在一起，形成了完美的反感风暴。尽管对电动车的需求上升，特斯拉在美国和欧洲的销量却暴跌。股价暴跌，情况糟糕到传出特斯拉董事会正在悄悄寻找新首席执行官的传闻。这似乎是摩根士丹利分析师 <strong>亚当·乔纳斯</strong> 将其评为 “首选” 的股票的一个相当奇怪的背景故事。</p>
</div><p>To be certain, Jonas is not predicting that disgruntled Tesla customers will come rushing back anytime soon. His prediction is based on other factors, most notably the belief that Tesla is more than just a car company.</p>
<div class="lb-trans"><p>可以肯定的是，乔纳斯并不预测不满的特斯拉客户会很快蜂拥而回。他的预测基于其他因素，最显著的是相信特斯拉不仅仅是一家汽车公司。</p>
</div><p><strong>Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — this is your last chance to become an investor for $0.80 per share.</strong></p>
<div class="lb-trans"><p><strong>热门趋势：制造$60,000 可折叠房屋的公司拥有 3 座工厂，建造了 600 多座房屋，并有大计划解决住房问题——这是您以每股$0.80 成为投资者的最后机会。</strong></p>
</div><p>According to Tipranks, Jonas is basing his analysis on an acronym that he calls D.R.E.A.M.S. The breakdown is:</p>
<div class="lb-trans"><p>根据 Tipranks，乔纳斯的分析基于他称之为 D.R.E.A.M.S.的首字母缩略词。具体分析如下：</p>
</div><h3>Deloitte’s #1 fastest-growing software company partners with Amazon, Walmart &amp; Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</h3>
<div class="lb-trans"><h3>德勤的#1 最快增长的软件公司与亚马逊、沃尔玛和塔吉特合作——许多人急于以每股仅$0.26 抢购其 4,000 股 IPO 前股票！</h3>
</div><p>Mode Mobile developed a smartphone called EarnPhone, which allows users to earn and save money by playing video games, listening to music and reading the news. With the phone priced at an affordable $99, the barriers to adoption are low.</p>
<div class="lb-trans"><p>Mode Mobile 开发了一款名为 EarnPhone 的智能手机，允许用户通过玩视频游戏、听音乐和阅读新闻来赚取和储蓄资金。该手机定价为$99，降低了采用的门槛。</p>
</div><p><strong>Earning Opportunity for All Smartphone Users</strong> <strong>Mode EarnPhone</strong></p>
<div class="lb-trans"><p><strong>所有智能手机用户的赚钱机会</strong> <strong>Mode EarnPhone</strong></p>
</div><p>State-of-the-art smartphone device includes built-in earning features.</p>
<div class="lb-trans"><p>这款先进的智能手机设备包括内置的赚钱功能。</p>
</div><p><strong>EarnOS</strong></p>
<div class="lb-trans"><p><strong>EarnOS</strong></p>
</div><p>Proprietary earning software turns smartphones into EarnPhones.</p>
<div class="lb-trans"><p>专有的赚钱软件将智能手机转变为 EarnPhones。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdnwp-s3.benzinga.com/wp-content/uploads/2024/11/22162831/Elon.jpg/query-YXV0bz13ZWJwJmRwcj0yJm9wdGltaXplPW1lZGl1bSZ3aWR0aD0yMzA" alt="" original-src="https://cdnwp-s3.benzinga.com/wp-content/uploads/2024/11/22162831/Elon.jpg?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=230"/></p>
<p><strong>Min. Investment:</strong>$1000</p>
<div class="lb-trans"><p><strong>最低投资：</strong>$1000</p>
</div><p><strong>Share Price:</strong>$0.26</p>
<div class="lb-trans"><p><strong>股价：</strong>$0.26</p>
</div><p><strong>Valuation:</strong>$310M</p>
<div class="lb-trans"><p><strong>估值：</strong>$310M</p>
</div><ul>
<li><strong>Data:</strong> Even with plummeting sales numbers, Tesla has over 7 million vehicles on the road and expects that there will be 40 million by 2040. This creates an avalanche of driver and consumer data for Tesla to manipulate and market</li>
<li><strong>Robotics:</strong> Tesla produces cars using its own robots, and this technology will have value beyond just EV production</li>
<li><strong>Energy:</strong> Tesla is also a leader in producing electrical batteries that can power operations both large and small</li>
<li><strong>AI:</strong> Tesla has an advance AI department that's helping to develop its self-driving cars and will have other valuable uses in the future</li>
<li><strong>Manufacturing:</strong> Jonas says Tesla is &#34;the &#34;most vertically integrated, US-local sourced auto company in the world.&#34;</li>
<li><strong>Space:</strong> Jonas believes Tesla's <strong>SpaceX</strong> division is the &#34;data transport layer – the connective tissue of the AI ecosystem.&#34;</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>数据：</strong> 即使销售数字暴跌，特斯拉在路上仍有超过 700 万辆汽车，并预计到 2040 年将达到 4000 万辆。这为特斯拉提供了大量的驾驶员和消费者数据进行处理和营销。</li>
<li><strong>机器人技术：</strong> 特斯拉使用自己的机器人生产汽车，这项技术的价值超出了电动车生产。</li>
<li><strong>能源：</strong> 特斯拉在生产可以为大大小小的运营提供电力的电池方面也是领先者。</li>
<li><strong>人工智能：</strong> 特斯拉拥有一个先进的人工智能部门，正在帮助开发其自动驾驶汽车，并将在未来有其他有价值的用途。</li>
<li><strong>制造：</strong> 乔纳斯表示，特斯拉是 “全球最垂直整合、美国本土采购的汽车公司”。</li>
<li><strong>太空：</strong> 乔纳斯认为特斯拉的 <strong>SpaceX</strong> 部门是 “数据传输层——人工智能生态系统的连接组织”。</li>
</ul>
</div><p>Jonas believes this combination of advantages and assets will allow Tesla to survive the current downturn and thrive in the long term. His analysis noted, &#34;We're often asked what is Tesla's secret sauce? What's its moat? Well – it's not really 1 thing but the combination of 6 attributes that set Tesla apart from its peers.&#34;</p>
<div class="lb-trans"><p>乔纳斯认为，这种优势和资产的组合将使特斯拉在当前低迷中生存并在长期内蓬勃发展。他的分析指出：“我们经常被问到特斯拉的秘密武器是什么？它的护城河是什么？其实——并不是单一的东西，而是六个特征的组合，使特斯拉与同行区分开来。”</p>
</div><p>He expanded on this during a CNBC interview, saying, &#34;I think Tesla is an overvalued auto company, but an undervalued onshore and renewable energy company. It is time to unleash the arsenal of democracy to control our energy destiny, and we at Morgan Stanley, at least, we struggle to find a name that's better positioned than Tesla to show us the way to do that.&#34;</p>
<div class="lb-trans"><p>他在接受 CNBC 采访时进一步阐述：“我认为特斯拉是一家被高估的汽车公司，但是一家被低估的本土和可再生能源公司。是时候释放民主的武器来控制我们的能源命运，而我们在摩根士丹利，至少，我们很难找到一个比特斯拉更有能力引领我们走向这一目标的名字。”</p>
</div><p>Jonas has given Tesla a rating of Overweight and set a $410 price target. That means he sees Tesla as roughly 20% undervalued. That's a bullish prediction considering Tesla's current circumstances, but he's not alone in his belief that Tesla could reach the $400 per share plateau. Benzinga compiled Tesla target prices from 27 analysts, who have a consensus price expectation of $295.23, but Stifel sees Tesla hitting $450.</p>
<div class="lb-trans"><p>乔纳斯给予特斯拉 “增持” 评级，并设定了$410 的目标价。这意味着他认为特斯拉的估值大约低估了 20%。考虑到特斯拉当前的情况，这一乐观预测并不孤单，许多人相信特斯拉可能达到每股$400 的高点。Benzinga 汇总了 27 位分析师对特斯拉的目标价格，普遍预期价格为$295.23，但 Stifel 认为特斯拉将达到$450。</p>
</div><p>Wedbush's most recent guidance from February sees Tesla hitting $475 per share. Jonas's continued belief in Tesla is rooted in the idea that the company's other technologies and capabilities give it viability as something beyond a car company. That means this could be the perfect time for investors to get back on the Tesla train.</p>
<div class="lb-trans"><p>Wedbush 最近的指导意见显示，特斯拉的股价将达到每股$475。乔纳斯对特斯拉的持续信心根植于公司其他技术和能力使其具备超越汽车公司的生存能力。这意味着现在可能是投资者重新回到特斯拉的最佳时机。</p>
</div><ul>
<li><strong>Invest where it hurts — and help millions heal: Invest in Cytonics and help disrupt a $390B Big Pharma stronghold.</strong></li>
<li><strong>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>投资痛点——帮助数百万患者康复：投资 Cytonics，帮助打破 3900 亿美元的大型制药垄断。</strong></li>
<li><strong>德勤的最快增长软件公司与亚马逊、沃尔玛和塔吉特合作——许多人急于以每股仅$0.30 抢购其 4,000 股 IPO 前股票！</strong></li>
</ul>
</div><p><em><strong>Image: Shutterstock</strong></em></p>
<div class="lb-trans"><p><em><strong>图片来源：Shutterstock</strong></em></p>
</div>

Why Morgan Stanley Remains Bullish On Tesla

- 特斯拉在 2025 年初面临销售和利润下滑。  
- 摩根士丹利分析师对特斯拉的长期前景持乐观态度。  
- 特斯拉拥有超过 700 万辆在路车辆，预计 2040 年将达到 4000 万辆。

为什么大摩仍然对特斯拉持乐观态度