特斯拉要被马斯克玩砸了吗？

Core Viewpoint - Elon Musk's political ambitions and the establishment of a new political party have negatively impacted Tesla's stock performance and overall business, leading to significant declines in sales and profits [1][3][15]. Group 1: Stock Performance and Market Reaction - Following Musk's announcement of forming the "American Party," Tesla's stock dropped nearly 7% on July 7, resulting in a market value loss of over $68 billion (approximately 487.9 billion RMB) [1]. - Since Musk's political involvement, Tesla's stock has decreased by 35% from its historical high in December, with a 22% decline in 2023, making it the worst performer among the "Tech Seven" in the U.S. stock market [1][4]. Group 2: Sales and Profit Decline - Tesla's revenue surged from $31.5 billion in 2020 to $96.8 billion in 2023, nearly tripling, while global sales increased from under 500,000 units to 1.8086 million units [4]. - However, in 2024, Tesla's sales began to decline, with annual sales at 1.7892 million units, a year-on-year decrease of 1%, and net profit halved to $7.1 billion [4][9]. - In key markets, Tesla's sales fell significantly: a 10.5% drop in Europe to 327,000 units, a 5.1% decline in the U.S. to 623,000 units, while China saw an 8.8% growth to 657,000 units, lagging behind industry growth [4][9]. Group 3: Political Influence and Market Impact - Musk's political support for Trump has led to a backlash, with protests against Tesla and a significant drop in sales, particularly in Europe, where sales plummeted by approximately 50% after Trump's election [7][9]. - In the first quarter of the year, Tesla's profits fell by 71% year-on-year, with a 13% decrease in sales, marking the worst quarterly performance since 2022 [13]. - The "Big and Beautiful" Act signed by Trump eliminated key tax incentives for electric vehicle buyers, potentially costing Tesla around $1.2 billion annually, which is 17% of its expected profits for 2024 [15]. Group 4: Future Outlook and Challenges - The establishment of a third political party by Musk faces significant legal and financial hurdles, making it a challenging endeavor [16]. - Experts suggest that Musk's political experiment could have far-reaching implications for Tesla, intertwining the company's fate with political dynamics [16].