与宁德时代合作生变，特斯拉也面临新挑战

哎，朋友们，特斯拉和宁德时代的合作可能要出大事了！美国国防部把宁德时代列入了“中国军事联系名单”，这可是个大新闻。虽然目前宁德时代在美国的业务还没受到直接限制，但这事儿已经给特斯拉敲响了警钟。

摩根大通认为，特斯拉一季度表现远不及预期，其基本面恶化的速度比预期更快，增长故事已经结束；摩根士丹利则认为，尽管一季度盈利遇到困难，但考虑到马斯克已将注意力从DOGE转回特斯拉，公司在自动驾驶和机器人方面取得的进展足以支撑长期估值，大幅上调公司目标价到410美元。【现在大家觉得特斯拉值多少钱？】

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