Daiwa: Tesla's 100GW solar capacity plan may increase its energy storage business valuation by up to $50 billion.

Morgan Stanley pointed out in a latest research report released this week that Tesla's plan to build 100 gigawatts of vertically integrated solar photovoltaic manufacturing capacity may increase the valuation of its energy business by 20 to 50 billion US dollars. JP Morgan noted that most of the photovoltaic capacity will be invested in space data centers, a layout that will also be in line with Musk's space strategy.