Morgan Stanley pointed out in its latest research report released this week that Tesla's plan to build 100 GW of vertically integrated photovoltaic manufacturing capacity could increase the valuation of its energy business by $20 billion to $50 billion.

Morgan Stanley pointed out in its latest research report released this week that Tesla's plan to build 100 GW of vertically integrated photovoltaic manufacturing capacity could increase the valuation of its energy business by $20 billion to $50 billion.

老虎证券2026/02/12 07:31

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Morgan Stanley pointed out that most photovoltaic capacity will be allocated to space data centers, and this layout will also align with Musk's space strategy.

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Morgan Stanley pointed out in its latest research report released this week that Tesla's plan to build 100 GW of vertically integrated photovoltaic manufacturing capacity could increase the valuation of its energy business by $20 billion to $50 billion.

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