股价腰斩后，特斯拉投资者渴望马斯克的回归

Core Viewpoint - The article discusses the declining performance of Tesla's stock and the concerns of investors regarding Elon Musk's focus on other ventures, particularly his involvement with Dogecoin, which is perceived to detract from his responsibilities as CEO of Tesla [1][11]. Group 1: Stock Performance - Tesla's stock has experienced a significant decline, with a 55% drop since its all-time high in December 2021 and over a 40% decrease in 2023 [3][4]. - On a particularly bad day, Tesla's stock fell 15%, marking its largest single-day drop since September 2020, amidst a 4% decline in the Nasdaq index [2]. Group 2: Investor Sentiment - Investor anxiety is primarily driven by concerns that Musk is not dedicating enough time and energy to Tesla, especially as he is involved in multiple other companies and projects [4][6]. - A poll on StockTwits indicated that about 60% of respondents believe Musk's focus on the White House is harming Tesla, while 25% think it is media hype, and 15% attribute Tesla's issues to other factors [9]. Group 3: Leadership Concerns - Analysts express that Musk's attention to Dogecoin may continue until mid-2026, suggesting the need for a senior executive to share leadership responsibilities at Tesla [12]. - Some investors, like Ross Gerber, argue that Musk's involvement has damaged Tesla's brand image and advocate for hiring a new CEO to lead the company [14][15]. Group 4: Dilemma of Leadership - There is a "Catch-22" situation for Tesla shareholders, as Musk's presence is a significant part of the company's value, yet it also negatively impacts its brand image and financial performance [18]. - Gerber estimates Tesla's current stock value at $150 to $200 per share, based on market confidence in Musk, while the stock was above $300 when he made this statement [19]. Group 5: Future Outlook - Some analysts, like Dan Ives, believe Musk will remain CEO for at least another five to seven years and that Tesla is in a highly innovative phase, with future stock performance dependent on advancements in autonomous driving and robotics rather than just electric vehicle sales [21][22]. - Ives also notes that despite past challenges, Tesla and Musk have consistently overcome skepticism from the market [23].