Tesla(US:TSLA) 智通财经网·2025-06-06 13:04Core Viewpoint - The ongoing dispute between Elon Musk and former President Trump has raised concerns among investors regarding its potential impact on Tesla's stock performance, which has already been weak this year [1] Group 1: Market Reaction - Tesla's stock price dropped 14.3% on Thursday, resulting in a loss of $152.3 billion in market value, marking its worst single-day performance since March 10 [1] - Following the dispute, Tesla's stock saw a pre-market increase of 4.2%, but the overall trend indicates a decline of over 30% year-to-date [1] Group 2: Analyst Perspectives - Analysts from Wedbush Securities maintain a positive outlook on Tesla's future, particularly regarding its humanoid robots and autonomous driving prospects, despite the ongoing conflict [2] - CFRA analyst Garrett Nelson attributes the stock's decline to multiple factors, including an unreasonable surge post-Q1 earnings, loss of market share in China and Europe, and potential disappointment from the upcoming Robotaxi launch [3] - Goldman Sachs has lowered Tesla's target price from $295 to $285, indicating expectations of continued stock weakness due to declining electric vehicle sales data and regulatory challenges under a Trump-led government [3] Group 3: Industry Implications - The conflict between Musk and Trump has put Republican figures in a difficult position, as they fear alienating either party, given Musk's significant political contributions [2] - Analysts suggest that the threats exchanged between Musk and Trump are unlikely to escalate beyond verbal disputes, indicating a potential stabilization in the situation [2]