Tesla, Inc. (TSLA.US) pre-performance: Morgan Stanley maintains a buy rating: a high-quality investment target in the wave of physical AI.

According to reports, Apple Inc. (AAPL.US) plans to launch a consumer-facing desktop Siasun Robot & Automation product in 2027. The device is said to feature a 9-inch display screen mounted on an electric arm that can move and rotate autonomously. The device is designed to follow users or adjust angles during interaction, with expected applications for desks and kitchens to assist with household or work tasks. This desktop Siasun Robot & Automation will enhance interactivity through motors, sensors, upgraded Siri artificial intelligence, and a screen similar to an iPad. Some analysts believe that Apple Inc.'s move into the consumer desktop Siasun Robot & Automation market signifies another "significant moment" in the physicalization of artificial intelligence, potentially leading the company to launch more products that can challenge humanoid robots and other physical AI products, attracting investors' attention. A recent report from Morgan Stanley shows that analysts have concluded from discussions with institutional clients, corporate clients, and private wealth clients that physical artificial intelligence (robotaxis, drones, humanoid robots) is "breaking out." Analysts added that they have encountered some extremely unusual concepts recently; the migration of artificial intelligence to the physical world is turning many seemingly science fiction ideas into reality. For example, exoskeletons combined with brain implants can provide physical abilities beyond human limits; genetically modified brain cells can react to external stimuli and connect human thoughts to high-bandwidth AI communication systems. The most shocking news came from a private client's sharing - pregnant robots whose mission is to gestate human embryos to full term and give birth. The further outbreak of physical artificial intelligence is expected to bring more competition to Tesla, Inc. (TSLA.US), which has already positioned itself in this field. However, Morgan Stanley still sees Tesla, Inc. as a high-quality investment in this field. Prior to Tesla, Inc. announcing its third-quarter results, Morgan Stanley maintained an "overweight" rating on the stock with a target price of $410. Tesla, Inc. CEO Elon Musk recognized the opportunities presented by physical artificial intelligence and robot technology over a decade ago. Tesla, Inc.'s humanoid robot Optimus made its debut in 2024 and launched its third generation in 2025, completing multiple upgrades in just one year. Musk revealed new details about Optimus V3 at the annual "All-in Summit" in September this year - Optimus V3 is designed to have "human-level hand dexterity" and is equipped with "advanced artificial intelligence that can understand physical reality." Tesla, Inc. plans to launch the third generation humanoid robot Optimus in late 2025 and begin large-scale production in 2026. This plan expands the commercial prospects of humanoid robot technology, further consolidating Tesla, Inc.'s leading position in automation and robotics. Musk estimates that by 2030, Optimus' annual production volume will reach 1 million units. The launch and large-scale production plan for Optimus is described by Tesla, Inc. as a revolutionary development. Musk stated on social media that he believes up to 80% of Tesla, Inc.'s future company value could come from this autonomous humanoid robot. Meanwhile, Tesla, Inc. is steadily expanding its robotaxi business. Musk and other Tesla, Inc. executives have remained relatively silent on the progress of launching autonomous taxis in Austin. However, observers of Tesla, Inc. in Colorado (Aurora/Denver area) and Illinois (Chicago) have discovered new job postings for assistants in autonomous driving (Autopilot) and fully autonomous taxi operations, indicating that there may be some details worth noting regarding the expansion of Tesla, Inc.'s autonomous taxi business.