Autonomous driving is not equal to AI, "Da Mo analysts pour cold water on Tesla investors

[Global Network Technology Comprehensive Report] On June 2, according to foreign media reports, Adam Jonas, an analyst at Morgan Stanley, said in his research report on Thursday, "With such a vast potential market, Tesla can consider many things. But we believe that it is an automobile company in the final analysis

[Global Network Technology Comprehensive Report] On June 2, according to foreign media reports, Adam Jonas, an analyst at Morgan Stanley, said in his research report on Thursday, "With such a vast potential market, Tesla can consider many things. But we believe that it is an automobile company in the final analysis." Foreign media pointed out that many investors hope that Tesla's share price can be boosted by the AI boom, But Jonas further pointed out that although Tesla is developing some technologies that belong to the category of generalized artificial intelligence, such as autopilot software and Optimus robot, autopilot and generative artificial intelligence are two completely different technologies.

In the rebound driven by technology stocks in the past few weeks, although Tesla's stock price has received a slight boost, the increase is much smaller compared to companies such as Nvidia, C3.ai, and Marvell. "So in the next year, it will be the supply and demand situation of the electric vehicle industry that will dominate the trend of Tesla's stock price," Jonas said.

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