Tesla(US:TSLA) 券商中国·2025-03-11 12:56Core Viewpoint - The article discusses the recent support from former President Trump for Elon Musk and Tesla, which has led to a temporary surge in Tesla's stock price after a significant decline [2][5][6]. Group 1: Stock Performance - Tesla's stock price experienced a sharp increase of over 5% following Trump's announcement of purchasing a new Tesla [2][4]. - Prior to this, Tesla's stock had fallen more than 15% in a single day, with a cumulative decline of over 54% from its recent peak, resulting in a market capitalization of $714.55 billion [4][5]. - Musk's net worth has decreased by over $130 billion since January 2023, largely due to the drop in Tesla's stock price [9]. Group 2: Political Context - Trump publicly expressed his support for Musk, criticizing those who oppose Tesla and stating that Musk is "risking" his efforts for the country [5][6]. - The article highlights the controversy surrounding Musk's role in the U.S. Government Efficiency Department (DOGE), which has faced criticism and protests [7][9]. - Musk acknowledged the challenges of managing multiple businesses while fulfilling his governmental duties, indicating he may continue in his role for another year [9]. Group 3: Market Dynamics - Tesla's declining delivery numbers are identified as a key factor contributing to the stock price drop, with a reported 70% decrease in registrations in Germany due to Musk's political affiliations [12]. - Consumer sentiment towards Tesla has shifted negatively, with a significant drop in the percentage of new car buyers considering Tesla from 22% to below 8% since Musk's acquisition of Twitter [12]. - Major financial institutions like UBS, JPMorgan, and Goldman Sachs have downgraded their forecasts for Tesla, with UBS reducing its Q1 2025 delivery estimate to 367,000 units, a 5% year-over-year decline [13].