[开心] 量产未成功_老虎社区_美港股上老虎 - 老虎社区

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畜牧教主马斯克
05-13

[开心] 量产未成功，新版本还延期了，画饼的潜力确实低估

Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元

尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。

Piper Sandler：特斯拉AI与机器人潜力被严重低估，目标价直指500美元

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href=\"http://www.zhitongcaijing.com/content/detail/1440533.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1440533.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634257727","content_text":"5月12日，如果特斯拉每股400美元的股价已经涵盖了其电动汽车和能源业务的全部价值，那么Optimus、无人驾驶出租车和人工智能就相当于投资者可以免费获得的上涨空间——这正是Piper Sandler分析师Alexander Potter的最新观点。尽管特斯拉近期面临执行风险，他仍然维持500美元的目标价。根据Piper Sandler建立的20年现金流折现模型，特斯拉现有的17个细分业务部门——涵盖了从电动汽车制造、能源存储解决方案、超级充电网络到FSD自动驾驶软件及汽车保险等——已经足以支撑每股400美元的估值基准。这意味着该机构目标价中剩余的价值主要反映了Optimus、无人驾驶出租车和人工智能相关服务的潜在上涨空间。这份报告的核心逻辑在于，市场目前严重低估了特斯拉从传统制造企业向AI基础设施供应商转型的估值溢价。分析师Potter认为，随着特斯拉在机器人领域的技术突破，Optimus以及与之配套的“推理即服务(Inference-as-a-Service)”业务，其长远价值最终可能超越特斯拉目前所有核心业务的总和，但他同时也警告称，短期内执行风险仍然很高。截至发稿，该股周一收涨3.89%，报445美元，一周内累计涨幅已超13%，因为投资者对人工智能和自动驾驶的乐观情绪持续高涨。与此同时，特斯拉在宏观战略和技术落地方面的最新进展也为这一乐观预期提供了支撑。在自动驾驶领域，特斯拉正依托其庞大的全球车队积累海量真实行驶数据，其FSD系统的迭代速度正呈现指数级增长。特别是随着埃隆·马斯克近期频繁的国际访问，外界普遍预期FSD系统有望在中国这一战略市场取得监管审批的重要突破。而在硬件层面，特斯拉已明确其生产时间表，计划在2026年底前实现Optimus机器人在自有工厂内的初步部署，执行零件搬运等实际生产任务，这标志着人形机器人正式进入从实验室走向工业应用的转折点。尽管华尔街对特斯拉的估值仍存在显著分歧，部分偏保守的机构警告其股价波动更具“模因股”特征，但Piper Sandler的这份报告无疑强化了特斯拉作为“AI领军者”的叙事地位。分析师强调，特斯拉凭借其雄厚的资本实力，能够在不显著稀释现有股东权益的前提下筹集巨额资金，用于冲刺AI算力和机器人量产。此外，根据Seeking 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