马斯克再度高调介入美国政治，投资者感到“疲惫”

Core Viewpoint - Elon Musk's political involvement and the establishment of the "American Party" have led to investor fatigue and concerns regarding the impact on Tesla's performance and leadership focus [2][3][5]. Group 1: Political Involvement - Musk announced the formation of the "American Party" aimed at representing 80% of middle voters in the upcoming congressional midterm elections [2]. - His criticism of Trump's "Build Back Better" bill, which he labeled as the "largest debt growth bill in history," has drawn backlash from Trump, who suggested investigating Musk's companies for government subsidies [2][5]. - Analysts express that Musk's political actions are causing distress among Tesla investors, with concerns about potential retaliation from the Trump administration [3][5]. Group 2: Financial Performance - Tesla's stock has declined approximately 22% this year, closing at $315.35 per share recently, with pre-market trading showing a drop of over 6.5% [5]. - The company delivered 384,000 electric vehicles in Q2, a 13.5% decrease year-over-year, which aligns with Wall Street expectations [6]. - Consumer recognition of Tesla has fallen to 32% in Q2, marking a significant decline in brand value, described as unprecedented in automotive history [6]. Group 3: Leadership Concerns - Investors worry that Musk's political distractions may weaken his leadership over Tesla and SpaceX, particularly during critical developments in autonomous driving and AI [6]. - There are fears that potential retaliatory actions from Trump, such as canceling government contracts, could hinder Tesla's future projects like Robotaxi and Cybercab [6]. - The board of Tesla is reportedly considering finding a successor for Musk due to dissatisfaction with his political engagement and its impact on stock prices, although this has been denied by the board chair [7][9].