Core Viewpoint - After the end of electric vehicle subsidies in the U.S., Tesla's sales are expected to decline significantly due to the planned cancellation of the $7,500 tax credit by the end of 2025, which is seven years earlier than originally scheduled [1] Group 1: Impact of Subsidy Changes - The U.S. spending bill plans to eliminate the $7,500 electric vehicle tax credit by the end of 2025, impacting Tesla's sales [1] - Analyst Seth Goldstein from Morningstar believes that the removal of government subsidies will not be a major long-term driver for electric vehicle growth [1] Group 2: Broader Implications - Former President Trump has threatened to cancel all government contracts and subsidies for Musk's companies, although the impact on SpaceX is expected to be greater than on Tesla [1] - Morningstar maintains a fair value estimate of $250 for Tesla [1]
分析师:美国电动车补贴结束后特斯拉销量料下滑