Daiwa: Visual data determines the future of AI, Tesla (TSLA.US) at the forefront of the "photon race"

date
24/09/2025
According to the Wisdom Finance App, Morgan Stanley pointed out in its latest research report that with multiple companies shifting resources and attention to physical/embodied AI and robotic technology, a "photon competition" for real-world visual data is quietly erupting. In this context, the bank has given Tesla a "buy" rating with a target price of $410.