JPMorgan Chase Releases Tesla Stock Analysis: Four Key Factors as Long-Term Catalysts for Tesla's Valuation and Technology Leadership

On November 12th, Morgan Stanley presented an analysis of Tesla's future stock price within 6 to 12 months. It was stated that the key drivers of Tesla's stock price in the upcoming year would involve: xAI Association: The financial and strategic connection between Tesla and Musk's AI startup xAI is of great significance as they share data and software synergies; Full Self-Driving (FSD): Musk claimed that version 14.3 would enable the driver to "send texts while driving," which marks a significant milestone in algorithmic driving; Chip Production: Musk hinted that Tesla might construct its own chip factory to ensure the supply of AI and strengthen vertical integration. AI Network Vision: Tesla has the potential to transform idle vehicles into a distributed AI cloud, forming a vast "cluster" intelligent network. Morgan Stanley mentioned that these developments could serve as potential long-term catalysts for Tesla's valuation and technological leadership. Previously, on November 7th, BlockBeats reported that the trillion-dollar bet had been settled and Musk's $87 billion sky-high compensation was approved by Tesla shareholders. In the new compensation bet, Musk will receive stocks based on achieving certain milestones related to driving Tesla's market capitalization growth, as well as profit and sales milestones. Over a period of 7 and a half years, if all rewards are achieved, Musk will obtain 423 million new shares, increasing his stake to approximately 25%. The goals for the next decade include delivering 20 million vehicles, putting 1 million Robotaxis into operation, selling 1 million robots, and reaching a core profit of $400 billion.