摩根士丹利：特斯拉与具身人工智能瓶颈

January 16, 2025 01:00 PM GMT Tesla Inc | North America Tesla and the Embodied AI Bottleneck As AI agents move into the physical world, investors contemplate TAM expansion into a wide range of robot modalities from bipedal humanoids to aerial drones and weapons systems. Now try creating a portfolio expression on the theme… you will quickly find there are some problems. The 'Embodied AI' trade has already begun. Little more than 2 weeks into the year and we are fielding a very high volume of investor questio ...