突然，暴跌71.9%！

Core Viewpoint - Tesla is facing significant sales challenges, with a sharp decline in vehicle sales across various markets, particularly in Australia and Europe, attributed to both market competition and the personal image of CEO Elon Musk [1][3][5]. Sales Performance - In February, Tesla's sales in Australia plummeted by 71.9% year-on-year, with Model 3 sales dropping by 81% [1][3]. - Cumulatively, Tesla's sales in Australia for the first two months of the year were 2,331 vehicles, down 66% from 6,772 vehicles in the same period last year [3]. - In Germany, Tesla's sales fell by 76% to 1,429 vehicles in February, contrasting with a 30.8% increase in overall electric vehicle sales in the country [4][5]. - Other European markets also reported declines, with sales in Italy down 55%, France down 45%, and Norway and Denmark down 48% [4][5]. Market Dynamics - Analysts suggest that Tesla's sales decline is influenced by Musk's political involvement, which has sparked negative public sentiment and protests against the brand [5][6]. - There is a growing trend among consumers in Denmark seeking alternatives to Tesla, indicating a shift in consumer preferences [6]. Stock Price and Analyst Ratings - Tesla's stock price has seen a significant drop, with a decline of over 31% from February 1 to March 5, resulting in a market capitalization loss of over $400 billion [1]. - Bank of America downgraded Tesla's target price from $490 to $380, citing uncertainties related to tariffs and production challenges [8]. - Goldman Sachs also lowered its first-quarter sales forecast for Tesla, reflecting a decrease in consumer trust and demand for the brand [9]. Future Outlook - Despite the current challenges, Morgan Stanley remains optimistic about Tesla, maintaining it as a preferred stock in the automotive sector with a target price of $430, highlighting potential benefits from advancements in artificial intelligence [10].