Tesla(US:TSLA) 智通财经网·2025-07-07 12:40Core Viewpoint - The announcement of a new political party by Elon Musk may lead to increased volatility for Tesla investors, especially as the company faces declining delivery numbers and political tensions with former President Trump [1][2]. Group 1: Political Developments - Elon Musk announced the formation of a new political party called "American Party" on July 5, expressing dissatisfaction with Trump's "Big and Beautiful" tax and spending bill, which was passed by the House of Representatives on July 3 with a vote of 218 to 214 [1]. - Trump's response to Musk's political move was dismissive, suggesting that Musk's actions were "absurd" and indicative of a "train wreck" situation [1][2]. Group 2: Investor Sentiment - Analysts, including Dan Ives from Wedbush, believe Musk's political engagement is detrimental to Tesla's interests, especially as the company is at a critical juncture with the anticipated launch of its autonomous taxi service, which could potentially generate hundreds of billions to trillions in value [2]. - The announcement has contributed to a decline in investor confidence, with Tesla's stock down over 21% this year [2]. Group 3: ETF Launch Delay - Azoria Partners announced a delay in the launch of its Tesla Convexity ETF, which was intended to invest in Tesla's stock and options, citing concerns over Musk's political ambitions [3]. - The CEO of Azoria Partners called for Tesla's board to assess whether Musk's political aspirations align with his responsibilities as CEO [3]. Group 4: Political Landscape - Historically, third-party political movements in the U.S. have struggled to gain traction in national elections, and Musk's new party seems to aim at influencing a small number of key congressional seats rather than challenging the dominance of the two major parties [4]. - Musk indicated that the narrow margin of seats in Congress could allow his party to play a decisive role in contentious legislation [4].