US Stock Market Move | Morgan Stanley is optimistic about the AI potential of Tesla, Inc. Tesla, Inc. (TSLA.US) rose over 3%.

On Friday, Tesla, Inc. (TSLA.US) rose more than 3% to $429.19. On January 16th, Morgan Stanley released a detailed analysis report on Tesla, Inc., stating that as embodied AI enters the physical world, the key gap between reliable (local/nearshore) supply and broad component demand will become more prominent, attracting more attention from investors and policymakers. Tesla, Inc.'s role in filling the next generation manufacturing and supply chain gaps will be a key factor in driving its CKH HOLDINGS to increase shareholder value. Morgan Stanley stated that the market for embodied AI is much more than just humanoid forms like Siasun Robot & Automation. Broadly speaking, any machine with reasoning computational capabilities and a camera, capable of collecting visual data from the environment and navigating and manipulating objects in the physical world, falls under the category of embodied AI. These machines act as "sensors," providing data for Visual-Language Execution (VLA) base models, which in turn drive the development of AI through continual improvement of training (DGX) and simulation/digital twins/omniverse (OVX) technology. In this field, Tesla, Inc. has established a significant competitive advantage, with its Total Addressable Market (TAM) expected to further expand in the future.