大摩携手Evercore唱多传统车企：凭借“AI储能”需求迎来第二增长曲线！

智通财经06-04

智通财经APP获悉，投资者押注更多传统汽车公司将受益于人工智能的蓬勃发展，这一观点再次得到了华尔街的认可。摩根士丹利和 Evercore ISI 的分析师表示，随着人工智能应用的日益普及，汽车行业的公司将能够从对电力和电池基础设施的巨大需求中获益。百年老店福特汽车(F.US)和汽车零部件供应商博格华纳(BWA.US)股价已因人工智能热潮而飙升。福特汽车公司在推出储能业务后，股价刚刚创下17年来最佳...

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Global Income A (mth) SGD-H"},"translate_title":"Morgan Stanley joins hands with Evercore to sing many traditional car companies: ushering in the second growth curve with the demand of \"AI energy storage\"!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"EVR":1.5,"CHAT":1.5},"content_text":"智通财经APP获悉，投资者押注更多传统汽车公司将受益于人工智能的蓬勃发展，这一观点再次得到了华尔街的认可。摩根士丹利和 Evercore ISI 的分析师表示，随着人工智能应用的日益普及，汽车行业的公司将能够从对电力和电池基础设施的巨大需求中获益。百年老店福特汽车(F.US)和汽车零部件供应商博格华纳(BWA.US)股价已因人工智能热潮而飙升。福特汽车公司在推出储能业务后，股价刚刚创下17年来最佳单月表现。博格华纳公司股价在2026年上涨超过70%，原因是该公司加大了向数据中心销售储能系统的力度。摩根士丹利分析师Andrew Percoco认为，这两家公司的股价仍有上涨空间。“汽车与能源的交集正变得越来越不容忽视，”Percoco在周三发给客户的一份报告中写道。他表示，汽车及汽车零部件公司可以转型进入储能、现场供电和数据中心架构领域。尽管市场对人工智能的无限热情推动了主流科技股的飙升，但投资者一直在寻找自动化领域中不太常见的投资标的。建筑巨头卡特彼勒公司(CAT.US) 的股价在2026年上涨了超过60%，因为交易员们押注其发电设备的潜力。就连一家日本调味品制造商也成为了人工智能领域的焦点，味之素公司(Ajinomoto Co.)的股价 今年迄今已上涨超过55%，因为该公司生产用于半导体封装的绝缘薄膜。据 Evercore ISI 分析师Chris McNally称，汽车制造商和供应商通常拥有与电动汽车相关的潜在电池、动力系统或电气元件产能，这些产能可以重新用于人工智能基础设施。McNally表示，他认为福特的竞争对手通用汽车(GM.US)进军储能领域的“可能性很低”，而摩根士丹利的Percoco则认为，通用汽车会将技术和产能投入到人工智能相关的领域。埃隆·马斯克的电动汽车巨头特斯拉(TSLA.US)已在储能领域耕耘多年，数据显示， 到2025年，该业务将占特斯拉公司总收入的13.5%。摩根士丹利表示，由于美国电动汽车需求低迷，传统汽车制造商也逐渐减少在该领域的投资，这使得产能可以转向人工智能领域。Percoco说：“技术重叠确实存在，但汽车零部件不能直接替换。机会不在于重复使用相同的零部件，而在于将高压电动汽车工程技术应用于固定式、关键任务型电力基础设施。”摩根士丹利认为，博格华纳、Aptiv(APTV.US)、Versigent(VGNT.US)、李尔(LEA.US)、曼格纳国际(MGA.US)和伟世通(VC.US)等供应商完全有能力利用其制造能力为数据中心服务。Evercore的McNally还特别指出Versigent和Aptiv是值得关注的增长目标，Versigent的股价在牛市行情下有可能翻一番，达到90美元。自4月1日Versigent从Aptiv分拆出来以来，其股价已上涨超过70%。同期，Aptiv的股价上涨了约25%。McNally在周三的一份报告中表示，尽管“兴奋情绪可能已经超越了基本面”，但人工智能在汽车领域的应用将会持续下去。“AI 现在支持起‘汽车工业’，”这位分析师说。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640139476","isCrawlerRequest":true}