Morgan Stanley releases analysis of TSL stock price: Four factors as long-term catalysts for TSL valuation and technological position.

On November 12, Morgan Stanley released an analysis of Tesla's stock price for the next 6-12 months, stating that key drivers, in addition to Elon Musk's $1 trillion compensation plan, will include several factors affecting Tesla's stock price over the next year: xAI association: The financial and strategic relationship between Tesla and Musk's AI startup xAI is crucial, as both share data and software synergies; Full Self-Driving (FSD): Musk claims that version 14.3 will allow drivers to “text while driving,” marking a significant milestone in Algorithm driving; Chip production: Musk hinted that Tesla may build its own chip factory to ensure AI supply and strengthen vertical integration. AI network vision: Tesla could convert idle vehicles into a distributed AI cloud, forming a massive “cluster” intelligence network. Morgan Stanley states that these developments could be potential long-term catalysts for Tesla's valuation and technological leadership. BlockBeats previously reported on November 7 that the trillion-dollar bet was settled, and Musk's $878 billion exorbitant compensation was approved by Tesla shareholders. Under the new compensation wager scheme, Musk will receive stock in installments by driving Tesla's market capitalization growth and achieving profit and sales milestones. Over a period of 7.5 years, if all rewards are achieved, Musk will receive 423 million new shares, increasing his ownership stake to about 25%. The goals for the next decade include: delivering 20 million cars, operating 1 million Robotaxis, selling 1 million Bots, and core profits reaching $400 billion.