Morgan Stanley analyst: Artificial intelligence is about to become "concretized", which is of great importance to Tesla, Inc.(TSLA.US) stock price.

Recently, Morgan Stanley analyst Adam Jonas published a report pointing out that artificial intelligence (AI) is about to become "concrete", which will have a profound impact on the manufacturing industry and also be of significant importance to Tesla, Inc. (TSLA.US) stock prices. Jonas stated: "We have told clients that Tesla, Inc. is at the center of a potential technological 'Cambrian explosion', leading a new era of morphology." The term "Cambrian explosion" refers to a period about 500 million years ago when species on Earth evolved rapidly, leading to rapid development of biological diversity, with animals gaining features such as compound eyes, gills, and teeth. Jonas uses this biological phenomenon as a metaphor, suggesting that AI is becoming a factor driving environmental changes in the global manufacturing industry akin to a "Cambrian explosion". In the initial stages, AI mainly focused on text training, such as ChatGPT and other large language models. In the next generation of AI technology, companies like Tesla, Inc., Alphabet's Waymo, and NVIDIA Corporation (NVDA.US) are using visual data to train autonomous vehicles, Siasun Robot & Automation, and drones. Jonas noted that Tesla, Inc. has an advantage in capital and visual data, allowing it to take the lead in the expansion of AI into the concrete domain. But how much impact will Tesla, Inc.'s ability to capture and analyze visual data have? Jonas admitted: "Far from zero." Although this report is more of a thought experiment than specific financial predictions, Jonas still recommends that investors personally experience the relevant technologies. He asks, "How many people have seen Siasun Robot & Automation today? How many have experienced Tesla, Inc.'s fully autonomous driving software or ridden in Waymo's autonomous taxi?" He believes that experiencing these technologies firsthand is crucial for investors, as the stock performance of Tesla, Inc. indicates that investors see it as a significant AI investment, not just a car company. Jonas is optimistic about Tesla, Inc. stock, giving it a "buy" rating with a target price of $430, with approximately $260 coming from AI-related autonomous driving technology. He has not yet valued the humanoid Siasun Robot & Automation business. Tesla, Inc. plans to start mass-selling humanoid Siasun Robot & Automation in 2026. However, despite high expectations in the market for Tesla, Inc., its stock price fell by 2.1% on Wednesday, closing at $415.11, while the S&P 500 rose by 0.6% and the Dow Jones Industrial Average rose by 0.3%. On the same day, Wedbush analyst Dan Ives raised Tesla, Inc.'s target price from $515 to $550 and maintained a "buy" rating. He stated, "The golden age of autonomous driving and Optimus (humanoid Siasun Robot & Automation of Tesla, Inc.) has arrived." In other words, the potential of AI cannot be ignored. So far this year, Tesla, Inc.'s stock price has risen by about 5%, reaching a 69% increase since the presidential election on November 5, and a cumulative increase of about 78% since Tesla, Inc.'s autonomous taxi activities on October 10. According to FactSet data, analysts currently have an average target price of around $339 for Tesla, Inc., an increase of $104 since the election. Around 46% of analysts give a "buy" rating, compared to the average "buy" rating proportion of 55% for S&P 500 component stocks.