Tesla(US:TSLA) 虎嗅APP·2025-06-06 10:10Core Viewpoint - The public feud between Elon Musk and Donald Trump has escalated, significantly impacting Tesla's stock price and market perception, highlighting the intersection of politics and business in the electric vehicle industry [3][4][6]. Group 1: Musk and Trump's Feud - The conflict began on June 3, when Musk publicly opposed Trump's "Big Beautiful Bill," which aimed to raise the U.S. debt ceiling by $4 trillion [7][10]. - Musk criticized the bill as a "disgusting abomination" that would increase the national debt by $2.5 trillion, urging his followers to pressure Congress against it [12][13]. - Trump expressed disappointment in Musk, suggesting that Musk's opposition stemmed from self-interest regarding electric vehicle policies [17][18]. Group 2: Impact on Tesla - Tesla's stock experienced significant volatility, with a peak drop of 14.26%, resulting in a market value loss of approximately $150 billion during the feud [19][35]. - The electric vehicle market is projected to grow by 25% in 2024, yet Tesla's market share has declined from 70% in 2021 to below 50% [36]. - Tesla's sales revenue fell by 71% in the first quarter of 2025, marking the lowest level in three years, amid a challenging political environment [36][37]. Group 3: Broader Industry Implications - The feud has led to a rise in anti-Tesla sentiment, with incidents of vandalism against Tesla service centers and charging stations [39]. - The political dynamics have raised concerns about the future of Tesla, as the company warned that changing political sentiments could adversely affect product sales [37][38]. - The ongoing conflict illustrates the risks associated with intertwining business interests with political affiliations, as Musk's political actions have seemingly backfired on Tesla [42][44].