Tesla(US:TSLA) 智通财经网·2025-07-07 10:49Core Viewpoint - The announcement of Elon Musk's new political party has raised concerns among investors regarding his focus on Tesla, leading to a significant drop in Tesla's stock price by over 6% in pre-market trading [1][2]. Group 1: Political Developments - Musk announced the formation of a new political party called "American Party" on July 5, expressing dissatisfaction with the "big and beautiful" tax and spending bill pushed by former President Trump [1]. - The "big and beautiful" bill was passed by the U.S. House of Representatives on July 3 with a vote of 218 in favor and 214 against, and was signed into law by Trump on July 4 [1]. - Trump's response to Musk's political move was dismissive, suggesting that Musk's actions were "ridiculous" and expressing concern over Musk's recent behavior [1]. Group 2: Investor Sentiment - Investors are worried about two main issues: the potential impact of Trump's anger on Tesla's government subsidies and Musk's distraction from the company's operations [2]. - Following Musk's announcement, Azoria Partners decided to delay the launch of its Tesla Convexity ETF, which was intended to invest in Tesla's stock and options [2]. - Analysts, including Dan Ives from Wedbush, believe that Musk's political involvement at this critical time is detrimental to Tesla, especially as the company is on the verge of launching its highly anticipated autonomous taxi service [2][3]. Group 3: Market Reactions - Tesla's stock has declined over 21% this year, and the recent political developments have further eroded investor confidence [2]. - There is a growing sentiment among Tesla investors that Musk's political engagements are diverting his attention from the company's core business, which is crucial during this pivotal period for Tesla [3].