Core Viewpoint - The trade war initiated by Trump's tariffs poses a significant threat to American companies, including Tesla, leading to concerns about rising manufacturing costs and competitiveness in overseas markets [1][2]. Group 1: Impact of Tariffs on Tesla - Tesla issued a warning letter to the U.S. government, stating that increased tariffs could raise the cost of manufacturing cars in the U.S. and weaken its competitiveness abroad [2][3]. - The letter emphasized that past tariff actions have led to immediate retaliatory responses from target countries, increasing costs for Tesla's vehicles exported from the U.S. [2][3]. - Tesla urged the U.S. Trade Representative to assess domestic supply chain limitations to avoid unnecessary burdens on American manufacturers due to trade actions [3]. Group 2: Market Reaction and Stock Performance - Since the beginning of the new adjustment phase on February 20, the U.S. stock market has seen a total market value loss of nearly $7.9 trillion, with Tesla alone losing over $380 billion [1]. - Tesla's stock price has dropped nearly 50% since its peak in mid-December, closing at $240.68 per share, resulting in a market capitalization loss of $797.4 billion [4]. - Analysts have noted that Tesla's recent stock decline reflects broader concerns about the impact of trade policies and political activities on consumer sentiment towards the brand [4][5]. Group 3: Broader Economic Concerns - The uncertainty surrounding tariff policies has led to increased fears of an economic downturn, contributing to a significant sell-off in the stock market [1][5]. - Trump's administration has continued to implement tariffs on steel, aluminum, and other materials, with no plans to retract these measures, further exacerbating market volatility [5].
太意外!一封警告信,震动美国市场!