MS analysis: Tesla's future driven by AI more than EVs

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MS analysis: Tesla's future driven by AI more than EVs

Investing.com - A survey conducted by Morgan Stanley on Thursday suggests that investors view artificial intelligence as a more significant growth driver for Tesla , which could assume new significance depending on the outcome of the upcoming US elections.

However, it's important to note that the survey's respondents, who were selected from Morgan Stanley's distribution list, do not necessarily represent a random sample of investors and may not all be Tesla shareholders. Analysts cited potential tailwinds that could positively impact Tesla's performance including increased full self-driving attach rates, cost milestones on new battery technology, the introduction of new models such as the Cybertruck, multi-van, and Semi, and potential wins in third-party battery technology.

 

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