假新闻！马斯克发声

Core Viewpoint - The article discusses the recent developments regarding Elon Musk's position in the U.S. government and the impact on Tesla's stock performance, highlighting the volatility in the tech sector and the broader market reactions to government policies [1][4][6]. Group 1: Elon Musk's Government Role - Elon Musk has denied reports of his imminent resignation from the U.S. government efficiency department, labeling them as "fake news" [1][4]. - White House Press Secretary Levitt also dismissed the resignation reports, calling them "garbage" [1][4]. - Reports indicate that Musk's relationship with Trump has changed, with Trump expressing satisfaction with Musk's work but suggesting a return to corporate life for Musk soon [4][5]. Group 2: Tesla's Performance - Tesla's Q1 delivery figures were reported at 336,700 vehicles, a 13% decrease year-over-year, falling short of market expectations of 390,000 vehicles [6]. - The Model 3/Y deliveries for Q1 were 324,000 units, reflecting a 12.4% decline compared to the previous year, marking Tesla's lowest quarterly delivery since Q3 2022 [6]. - Following the news of Musk's potential resignation, Tesla's stock initially dropped but later rebounded, closing up over 5% at $282.76 per share, although it fell nearly 8% in after-hours trading [6]. Group 3: Market Reactions - The U.S. stock market experienced significant volatility, particularly in the tech sector, following Trump's announcement of imposing "reciprocal tariffs" on trade partners [9][10]. - Major tech stocks saw substantial declines in after-hours trading, with the "Big Seven" tech companies losing a total of over $700 billion in market value [10][11]. - Year-to-date performance for major tech stocks has been poor, with notable declines: Tesla down over 35%, Nvidia down 19.29%, and Apple down 11.2% [11][12]. Group 4: Hedge Fund Activity - A recent Goldman Sachs report indicates that hedge funds are rapidly withdrawing from tech stocks, with the latest sell-off being the fastest in six months [12]. - Tech stocks account for approximately 75% of the global net selling activity, with the information technology sector's holdings by U.S. hedge funds dropping to 16.4%, the lowest in five years [12].