马斯克的政治豪赌，输了

Core Viewpoint - Tesla is facing significant challenges in mid-2025, including declining sales, brand reputation issues, and financial setbacks, exacerbated by CEO Elon Musk's public disputes with political figures and the implications of the "Big Beautiful Bill" [2][4][6]. Group 1: Legislative Impact - The "Big Beautiful Bill" signed by President Trump threatens Tesla's key revenue source, the regulatory credit system, which could lead to a loss of $2 billion in profits [5][15]. - The bill eliminates federal tax credits for electric vehicle purchases, which could further impact Tesla's sales, especially among middle and low-income consumers [10][15]. - Analysts estimate that the policy change could reduce Tesla's profits by over 50%, with annual revenue losses potentially reaching $2 billion, primarily affecting its U.S. operations [15][16]. Group 2: Sales and Market Performance - Tesla's sales have declined for two consecutive quarters, with a 13.4% drop in vehicle sales from April to June 2025, totaling 384,122 units sold [6][18]. - In China, Tesla's sales have also decreased by 22,000 units compared to the previous year, despite attempts to stimulate demand through pricing strategies [21]. - Elon Musk has taken direct control of sales in North America and Europe, indicating a hands-on approach to stabilize the company's performance amid declining sales [18][19]. Group 3: Brand Reputation and Consumer Sentiment - Tesla's brand perception has deteriorated across political affiliations, with a significant drop in positive recognition among Democrats and Independents, and a lack of recovery signs [24][26]. - 33% of surveyed consumers indicated they are less likely to purchase a Tesla due to Musk's political actions, reflecting a negative impact on consumer sentiment [26]. - The company's Robotaxi initiative faces skepticism, with 55% of consumers unwilling to allow their personal vehicles to be used as autonomous taxis, raising concerns about the future viability of this business model [28][34].