马斯克或放缓成立“美国党”计划

Core Viewpoint - Elon Musk is reportedly slowing down his plans to form a political party and is focusing more on his companies, which may be a positive development for Tesla [1][2]. Group 1: Political Ambitions - Musk had previously announced intentions to create a new party called the "America party" to represent voters dissatisfied with both major parties, but has taken little action since then [3]. - He has acknowledged that forming his own party could damage his relationship with JD Vance, a potential presidential candidate for 2028, and is considering supporting Vance financially if he runs [4]. Group 2: Relationship with Trump - Musk spent approximately $300 million supporting Trump and other Republicans in the 2024 election, but had a significant falling out with Trump earlier this year over the "big and beautiful" plan, which Musk criticized for undermining his efforts to cut government spending [5]. - The "big and beautiful" plan, passed in July, ended government subsidies for electric vehicle manufacturers, impacting Tesla's revenue [5]. Group 3: Impact on Tesla Shareholders - Tesla shareholders may view Musk's decision to step back from political ambitions as a relief, as there were concerns he might be distracted from the company's operations [6]. - Following Musk's political controversies, Tesla's stock price has dropped by 18.46% year-to-date, significantly underperforming the S&P 500, which has risen over 9% in the same period [7].