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网络服务业务？星链不是spacex的吗？

大摩坚定唱多特斯拉，人形机器人或将引爆稀土需求

智通财经APP获悉，摩根士丹利最近发布研报，予特斯拉“增持”评级，目标价为410美元，该股仍为首选股。特斯拉是全球电动汽车与自动驾驶、AI人形机器人领域的领军者，因此，摩根士丹利在报告中还对人形机器人发展和稀土金属供应链进行了讨论。摩根士丹利预计，从2035年起人形机器人的需求开始加速，到2050年人形机器人可能使关键矿物的需求累计增加约8000亿美元。截至周二收盘，特斯拉涨6.94%，报362.89美元。

大摩坚定唱多特斯拉，人形机器人或将引爆稀土需求

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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“增持”评级，目标价为410美元，该股仍为首选股。</p><p>摩根士丹利表示，410美元目标价基于对特斯拉各业务的估值，其中，核心汽车业务价值为75美元/股，网络服务业务价值为160美元/股，出行服务价值为90美元/股，能源业务价值为67美元/股，第三方供应业务价值为17美元/股。</p><p>特斯拉是全球电动汽车与自动驾驶、AI人形机器人领域的领军者，因此，摩根士丹利在报告中还对人形机器人发展和稀土金属供应链进行了讨论。</p><p>摩根士丹利表示，中国在稀土的采矿和提炼方面占据主导地位，控制着65%的稀土开采和88%的稀土提炼，这使得西方生产商迫切需要供应链多元化。摩根士丹利表示，在可预见的未来，美国似乎仍将依赖中国的稀土。开发新矿的平均周期继续延长，可能难以满足关键矿物需求的增长。</p><p>具身人工智能/人形机器人革命将进一步凸显供应/需求风险。每个人形机器人平均含有约0.9千克的稀土金属。人形机器人可能会显著提升对关键矿产的需求，尤其是稀土。摩根士丹利预计，从2035年起人形机器人的需求开始加速，到2050年人形机器人可能使关键矿物的需求累计增加约8000亿美元。</p><p>潜在供应来源方面，美国地质勘探局的数据显示，全球稀土储量超过9000万吨，其中约48%在中国，巴西(23%)、印度(8%)和澳大利亚(6%)有大量的可开发储量。</p><p>截至周二收盘，特斯拉涨6.94%，报362.89美元。该股近期反弹，将年内跌幅收窄至10%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://www.zhitongcaijing.com/content/detail/1298608.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月28日，摩根士丹利最近发布研报，予特斯拉“增持”评级，目标价为410美元，该股仍为首选股。摩根士丹利表示，410美元目标价基于对特斯拉各业务的估值，其中，核心汽车业务价值为75美元/股，网络服务业务价值为160美元/股，出行服务价值为90美元/股，能源业务价值为67美元/股，第三方供应业务价值为17美元/股。特斯拉是全球电动汽车与自动驾驶、AI人形机器人领域的领军者，因此，摩根士丹利在报告中还...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1298608.html\">Web Link</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":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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