<p>説 2025 年初對特斯拉（NASDAQ: TSLA）股東來説是艱難的，實在是輕描淡寫。公司的利潤和銷售數據大幅下滑，許多人將此歸因於首席執行官 <strong>埃隆·馬斯克</strong> 日益增長的不受歡迎程度。儘管如此，摩根士丹利的分析師對公司的長期前景持樂觀態度。繼續閲讀以瞭解原因。</p>
<p>特斯拉的公眾形象急劇下滑，既突然又出乎意料。就在一年前，商界還將馬斯克視為創新者和天才。特斯拉汽車幾乎沒有競爭對手，是美國最受歡迎的電動車，未來看起來更加光明。然而，在馬斯克接管 DOGE 的領導角色後，情況開始急轉直下。</p>
<p><strong>不要錯過：</strong></p>
<ul>
<li><strong>孩之寶、米高梅和斯凱奇信任這家 AI 營銷公司——在為時已晚之前投資。</strong></li>
<li><strong>受 Uber 和 Airbnb 啓發——德勤最快增長的軟件公司正在將 70 億部智能手機轉變為收入生成資產——只需$1,000 即可以每股$0.30 投資！</strong></li>
</ul>
<p>然後是他公開支持德國極右翼的 AFD 政黨。這一切結合在一起，形成了完美的反感風暴。儘管對電動車的需求上升，特斯拉在美國和歐洲的銷量卻暴跌。股價暴跌，情況糟糕到傳出特斯拉董事會正在悄悄尋找新首席執行官的傳聞。這似乎是摩根士丹利分析師 <strong>亞當·喬納斯</strong> 將其評為 “首選” 的股票的一個相當奇怪的背景故事。</p>
<p>可以肯定的是，喬納斯並不預測不滿的特斯拉客户會很快蜂擁而回。他的預測基於其他因素，最顯著的是相信特斯拉不僅僅是一家汽車公司。</p>
<p><strong>熱門趨勢：製造$60,000 可摺疊房屋的公司擁有 3 座工廠，建造了 600 多座房屋，並有大計劃解決住房問題——這是您以每股$0.80 成為投資者的最後機會。</strong></p>
<p>根據 Tipranks，喬納斯的分析基於他稱之為 D.R.E.A.M.S.的首字母縮略詞。具體分析如下：</p>
<h3>德勤的#1 最快增長的軟件公司與亞馬遜、沃爾瑪和塔吉特合作——許多人急於以每股僅$0.26 搶購其 4,000 股 IPO 前股票！</h3>
<p>Mode Mobile 開發了一款名為 EarnPhone 的智能手機，允許用户通過玩視頻遊戲、聽音樂和閲讀新聞來賺取和儲蓄資金。該手機定價為$99，降低了採用的門檻。</p>
<p><strong>所有智能手機用户的賺錢機會</strong> <strong>Mode EarnPhone</strong></p>
<p>這款先進的智能手機設備包括內置的賺錢功能。</p>
<p><strong>EarnOS</strong></p>
<p>專有的賺錢軟件將智能手機轉變為 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>最低投資：</strong>$1000</p>
<p><strong>股價：</strong>$0.26</p>
<p><strong>估值：</strong>$310M</p>
<ul>
<li><strong>數據：</strong> 即使銷售數字暴跌，特斯拉在路上仍有超過 700 萬輛汽車，並預計到 2040 年將達到 4000 萬輛。這為特斯拉提供了大量的駕駛員和消費者數據進行處理和營銷。</li>
<li><strong>機器人技術：</strong> 特斯拉使用自己的機器人生產汽車，這項技術的價值超出了電動車生產。</li>
<li><strong>能源：</strong> 特斯拉在生產可以為大大小小的運營提供電力的電池方面也是領先者。</li>
<li><strong>人工智能：</strong> 特斯拉擁有一個先進的人工智能部門，正在幫助開發其自動駕駛汽車，並將在未來有其他有價值的用途。</li>
<li><strong>製造：</strong> 喬納斯表示，特斯拉是 “全球最垂直整合、美國本土採購的汽車公司”。</li>
<li><strong>太空：</strong> 喬納斯認為特斯拉的 <strong>SpaceX</strong> 部門是 “數據傳輸層——人工智能生態系統的連接組織”。</li>
</ul>
<p>喬納斯認為，這種優勢和資產的組合將使特斯拉在當前低迷中生存並在長期內蓬勃發展。他的分析指出：“我們經常被問到特斯拉的秘密武器是什麼？它的護城河是什麼？其實——並不是單一的東西，而是六個特徵的組合，使特斯拉與同行區分開來。”</p>
<p>他在接受 CNBC 採訪時進一步闡述：“我認為特斯拉是一家被高估的汽車公司，但是一家被低估的本土和可再生能源公司。是時候釋放民主的武器來控制我們的能源命運，而我們在摩根士丹利，至少，我們很難找到一個比特斯拉更有能力引領我們走向這一目標的名字。”</p>
<p>喬納斯給予特斯拉 “增持” 評級，並設定了$410 的目標價。這意味着他認為特斯拉的估值大約低估了 20%。考慮到特斯拉當前的情況，這一樂觀預測並不孤單，許多人相信特斯拉可能達到每股$400 的高點。Benzinga 匯總了 27 位分析師對特斯拉的目標價格，普遍預期價格為$295.23，但 Stifel 認為特斯拉將達到$450。</p>
<p>Wedbush 最近的指導意見顯示，特斯拉的股價將達到每股$475。喬納斯對特斯拉的持續信心根植於公司其他技術和能力使其具備超越汽車公司的生存能力。這意味着現在可能是投資者重新回到特斯拉的最佳時機。</p>
<ul>
<li><strong>投資痛點——幫助數百萬患者康復：投資 Cytonics，幫助打破 3900 億美元的大型製藥壟斷。</strong></li>
<li><strong>德勤的最快增長軟件公司與亞馬遜、沃爾瑪和塔吉特合作——許多人急於以每股僅$0.30 搶購其 4,000 股 IPO 前股票！</strong></li>
</ul>
<p><em><strong>圖片來源：Shutterstock</strong></em></p>

特斯拉

<p>摩根士丹利的分析師儘管面臨最近的挑戰，包括利潤和銷售下降，這被歸因於首席執行官埃隆·馬斯克的不受歡迎，仍然對特斯拉持樂觀態度。分析師亞當·喬納斯強調了特斯拉的長期潛力，指出其豐富的車輛數據、機器人技術、能源生產、人工智能進展和垂直整合。他將特斯拉評級為 “增持”，目標價為 410 美元，認為其被低估。儘管 27 位分析師的共識目標為 295.23 美元，但一些人預測價格高達 475 美元，反映出對特斯拉在汽車之外更廣泛技術能力的信心</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>説 2025 年初對特斯拉（NASDAQ: TSLA）股東來説是艱難的，實在是輕描淡寫。公司的利潤和銷售數據大幅下滑，許多人將此歸因於首席執行官 <strong>埃隆·馬斯克</strong> 日益增長的不受歡迎程度。儘管如此，摩根士丹利的分析師對公司的長期前景持樂觀態度。繼續閲讀以瞭解原因。</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>特斯拉的公眾形象急劇下滑，既突然又出乎意料。就在一年前，商界還將馬斯克視為創新者和天才。特斯拉汽車幾乎沒有競爭對手，是美國最受歡迎的電動車，未來看起來更加光明。然而，在馬斯克接管 DOGE 的領導角色後，情況開始急轉直下。</p>
</div><p><strong>Don't Miss:</strong></p>
<div class="lb-trans"><p><strong>不要錯過：</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>孩之寶、米高梅和斯凱奇信任這家 AI 營銷公司——在為時已晚之前投資。</strong></li>
<li><strong>受 Uber 和 Airbnb 啓發——德勤最快增長的軟件公司正在將 70 億部智能手機轉變為收入生成資產——只需$1,000 即可以每股$0.30 投資！</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>然後是他公開支持德國極右翼的 AFD 政黨。這一切結合在一起，形成了完美的反感風暴。儘管對電動車的需求上升，特斯拉在美國和歐洲的銷量卻暴跌。股價暴跌，情況糟糕到傳出特斯拉董事會正在悄悄尋找新首席執行官的傳聞。這似乎是摩根士丹利分析師 <strong>亞當·喬納斯</strong> 將其評為 “首選” 的股票的一個相當奇怪的背景故事。</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，喬納斯並不預測不滿的特斯拉客户會很快蜂擁而回。他的預測基於其他因素，最顯著的是相信特斯拉不僅僅是一家汽車公司。</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>熱門趨勢：製造$60,000 可摺疊房屋的公司擁有 3 座工廠，建造了 600 多座房屋，並有大計劃解決住房問題——這是您以每股$0.80 成為投資者的最後機會。</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>根據 Tipranks，喬納斯的分析基於他稱之為 D.R.E.A.M.S.的首字母縮略詞。具體分析如下：</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 最快增長的軟件公司與亞馬遜、沃爾瑪和塔吉特合作——許多人急於以每股僅$0.26 搶購其 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 開發了一款名為 EarnPhone 的智能手機，允許用户通過玩視頻遊戲、聽音樂和閲讀新聞來賺取和儲蓄資金。該手機定價為$99，降低了採用的門檻。</p>
</div><p><strong>Earning Opportunity for All Smartphone Users</strong> <strong>Mode EarnPhone</strong></p>
<div class="lb-trans"><p><strong>所有智能手機用户的賺錢機會</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>這款先進的智能手機設備包括內置的賺錢功能。</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>專有的賺錢軟件將智能手機轉變為 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>最低投資：</strong>$1000</p>
</div><p><strong>Share Price:</strong>$0.26</p>
<div class="lb-trans"><p><strong>股價：</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>數據：</strong> 即使銷售數字暴跌，特斯拉在路上仍有超過 700 萬輛汽車，並預計到 2040 年將達到 4000 萬輛。這為特斯拉提供了大量的駕駛員和消費者數據進行處理和營銷。</li>
<li><strong>機器人技術：</strong> 特斯拉使用自己的機器人生產汽車，這項技術的價值超出了電動車生產。</li>
<li><strong>能源：</strong> 特斯拉在生產可以為大大小小的運營提供電力的電池方面也是領先者。</li>
<li><strong>人工智能：</strong> 特斯拉擁有一個先進的人工智能部門，正在幫助開發其自動駕駛汽車，並將在未來有其他有價值的用途。</li>
<li><strong>製造：</strong> 喬納斯表示，特斯拉是 “全球最垂直整合、美國本土採購的汽車公司”。</li>
<li><strong>太空：</strong> 喬納斯認為特斯拉的 <strong>SpaceX</strong> 部門是 “數據傳輸層——人工智能生態系統的連接組織”。</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>喬納斯認為，這種優勢和資產的組合將使特斯拉在當前低迷中生存並在長期內蓬勃發展。他的分析指出：“我們經常被問到特斯拉的秘密武器是什麼？它的護城河是什麼？其實——並不是單一的東西，而是六個特徵的組合，使特斯拉與同行區分開來。”</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 採訪時進一步闡述：“我認為特斯拉是一家被高估的汽車公司，但是一家被低估的本土和可再生能源公司。是時候釋放民主的武器來控制我們的能源命運，而我們在摩根士丹利，至少，我們很難找到一個比特斯拉更有能力引領我們走向這一目標的名字。”</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>喬納斯給予特斯拉 “增持” 評級，並設定了$410 的目標價。這意味着他認為特斯拉的估值大約低估了 20%。考慮到特斯拉當前的情況，這一樂觀預測並不孤單，許多人相信特斯拉可能達到每股$400 的高點。Benzinga 匯總了 27 位分析師對特斯拉的目標價格，普遍預期價格為$295.23，但 Stifel 認為特斯拉將達到$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 最近的指導意見顯示，特斯拉的股價將達到每股$475。喬納斯對特斯拉的持續信心根植於公司其他技術和能力使其具備超越汽車公司的生存能力。這意味着現在可能是投資者重新回到特斯拉的最佳時機。</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>投資痛點——幫助數百萬患者康復：投資 Cytonics，幫助打破 3900 億美元的大型製藥壟斷。</strong></li>
<li><strong>德勤的最快增長軟件公司與亞馬遜、沃爾瑪和塔吉特合作——許多人急於以每股僅$0.30 搶購其 4,000 股 IPO 前股票！</strong></li>
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</div><p><em><strong>Image: Shutterstock</strong></em></p>
<div class="lb-trans"><p><em><strong>圖片來源：Shutterstock</strong></em></p>
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Why Morgan Stanley Remains Bullish On Tesla

- 特斯拉在 2025 年初面臨銷售和利潤下滑。  
- 摩根士丹利分析師對特斯拉的長期前景持樂觀態度。  
- 特斯拉擁有超過 700 萬輛在路車輛，預計 2040 年將達到 4000 萬輛。

為什麼大摩仍然對特斯拉持樂觀態度