Tesla(US:TSLA) Sou Hu Cai Jing·2025-06-08 02:17Core Viewpoint - The conflict between Tesla CEO Elon Musk and President Donald Trump has led to a significant drop in Tesla's stock price, resulting in a market value loss of over $150 billion, highlighting the intersection of business and political dynamics in the U.S. [1][3] Group 1: Stock Market Impact - Tesla's stock price fell by 14.26% in a single day, with its market value dropping below $1 trillion, marking a nearly 30% decline year-to-date [3][5] - Morgan Stanley analysts indicated that if the "Big and Beautiful" bill passes, combined with regulatory credit restrictions, Tesla's annual profits could decrease by $3.2 billion [5] Group 2: Political Dynamics - The conflict stems from the "Big and Beautiful" bill, which excludes electric vehicle tax credits, angering Musk and leading to public criticism of the bill [1][3] - Trump's response included threats to terminate government contracts with SpaceX, which could directly impact the company's operations [1][5] Group 3: Public Perception and Support - Polls show that 72% of Republican voters support Musk's efforts to reduce bureaucracy, but Trump's approval remains higher, complicating Musk's potential political ambitions [5] - Among independent voters, 56% hold a negative view of Musk, raising questions about his political influence [5] Group 4: Market Challenges - Tesla's sales in the European market have been declining, with a 45% year-on-year drop in new car registrations in the EU during Q1, resulting in a market share of only 1.3% [5] - The fallout from the Musk-Trump conflict may weaken Trump's support from tech and business elites, as Musk previously invested nearly $300 million in Trump's campaign [5][7] Group 5: Broader Implications - The clash reflects deeper societal divisions in the U.S., with potential long-term impacts on policy direction and market conditions as the relationship between tech giants and political leaders deteriorates [7]