马斯克特朗普互撕，特斯拉股票成“下落的飞刀”？

Core Viewpoint - Tesla's stock price experienced a significant drop of 14% following a public dispute between Elon Musk and former President Trump, leading to a loss of $153 billion in market value, marking the largest single-day decline in history [1][3]. Group 1: Stock Performance - The stock price of Tesla has fallen 41% from its historical high in December of the previous year [3]. - The recent drop resulted in short sellers profiting approximately $4 billion [1]. Group 2: Market Reactions - Analysts express concern over Musk's influence on Tesla's stock, noting that the company's value is closely tied to his public persona and actions [3]. - Market observers highlight the unpredictability of the situation, with some suggesting that the ongoing conflict could negatively impact Tesla's earnings [3][5]. - The complexity introduced by the dispute is seen as detrimental to the company, especially as it faces challenges in its automotive sales [5]. Group 3: Analyst Opinions - Wayne Kaufman from Phoenix Financial Services emphasizes that Tesla's stock is not trading based on fundamentals, but rather on Musk's behavior and public image [3]. - Adam Sarhan from 50 Park Investments notes the uncertainty surrounding the consequences of the Musk-Trump feud, indicating that it could lead to further stock sell-offs [3]. - Dave Mazza from Roundhill Financial describes the situation as bearish in the short term, suggesting that the market may reduce its expectations for Tesla's future projects, such as the Robotaxi [5].