But investors who have paid $1,500 or more for Tesla shares are making four questionable assumptions about Tesla, its rivals, and macroeconomic conditions, Morgan Stanley said in a research note published on July 13.
"In our view, buying the stock at these levels one must believe: that US-China relations will remain copacetic on trade/IP long term, the legacy [automakers] will fail to produce a competitive EV product, the big tech platforms will either not try to develop compelling EV systems, not achieve success, or, if successful, use Tesla technology in its offering, that autonomous driving can produce substantial service revenue over the next three to five or five to 10 years," the bank said.
Morgan Stanley raised doubts about the prospect of those four scenarios playing out simultaneously, saying, "We remain concerned about Sino-US relations with respect to autos. We believe legacy players will spend $400 billion to $500 billion on EVs over the next five years. We expect big tech to enter transport as a significant competitive force in EVs. And we are extremely cautious on the pace of adoption of full autonomy as a percentage of miles traveled over the next decade .
Wir haben diese Nachrichten zusammengefasst, damit Sie sie schnell lesen können. Wenn Sie sich für die Nachrichten interessieren, können Sie den vollständigen Text hier lesen. Weiterlesen:
Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen
Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.
Inside the life of a pregnant mental health counselor during COVID-19 - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. No one cares.
Herkunft: BusinessInsider - 🏆 729. / 51 Weiterlesen »
Hedge funds regaining interest from major investors after 2 years of outflows, survey says - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
Herkunft: BusinessInsider - 🏆 729. / 51 Weiterlesen »
Tesla confirms it's building new Cybertruck factory in Austin, Texas - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Hipster capital of the USA I’m moving to Austin Would like to see how many millions of public money did the state and city throw at this millionaire to sponsor the location. Let's see the contract.
Herkunft: BusinessInsider - 🏆 729. / 51 Weiterlesen »
Kushner says MBS, suspected of Khashoggi's killing, has made 'missteps' but a 'good ally' - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. A few murder missteps His friend is a murder, but … Misstep?
Herkunft: BusinessInsider - 🏆 729. / 51 Weiterlesen »
COVID-19 made Hippo's $150M round difficult, CEO Assaf Wand says - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Good luck with that. I absolutely HATE these ridiculous animal names for insurance companies. They will be eaten alive by the behemoths in this space. Or sell out to them at a nice profit. ;-) They will need a lot of 'luck' IMO to get the latter.
Herkunft: BusinessInsider - 🏆 729. / 51 Weiterlesen »