律动BlockBeats|Nov 12, 2025 13:15
**[Morgan Stanley Releases Tesla Stock Price Analysis: Four Key Factors Driving Tesla's Valuation and Technological Leadership in the Long Term]**
BlockBeats reported on November 12 that Morgan Stanley released an analysis of Tesla's stock price for the next 6-12 months, stating that aside from Elon Musk's $1 trillion compensation plan, several factors will influence Tesla's stock price in the coming year:
- **xAI Connection**: The financial and strategic relationship between Tesla and Musk's AI startup xAI is critical, as the two share data and software synergies.
- **Full Self-Driving (FSD)**: Musk claims that version 14.3 will allow drivers to "text while driving," marking a significant milestone in algorithmic driving.
- **Chip Production**: Musk hinted that Tesla might build its own chip factory to ensure AI supply and strengthen vertical integration.
- **AI Network Vision**: Tesla could transform idle vehicles into a distributed AI cloud, forming a massive "cluster" intelligent network.
Morgan Stanley stated that these developments could serve as potential long-term catalysts for Tesla's valuation and technological leadership.
BlockBeats previously reported on November 7 that the trillion-dollar wager has been finalized, with Musk's $878 billion compensation plan approved by Tesla shareholders. Under the new performance-based compensation plan, Musk will receive stock in installments by driving Tesla's market value growth and achieving profit and sales milestones. Over seven and a half years, if all rewards are achieved, Musk will receive 423 million new shares, increasing his ownership stake to approximately 25%.
The goals for the next decade include: delivering 20 million vehicles, operating 1 million Robotaxis, selling 1 million robots, and achieving $400 billion in core profits.
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