Core Viewpoint - The relationship between Elon Musk and Donald Trump has evolved from public conflict to a more amicable connection, which may have implications for future political and financial landscapes, particularly regarding upcoming elections [3][5]. Group 1: Relationship Dynamics - Trump described his relationship with Musk as "good" and noted that they have maintained contact since attending a memorial event together [3][5]. - Musk's previous political actions were criticized by Trump, who referred to them as a "very stupid" moment in Musk's life, indicating a shift in their dynamic [5]. - The two have reconciled after a period of tension, which could influence the political landscape for the 2026 midterm elections and the 2028 presidential election [5]. Group 2: Business Impact - A recent study indicated that Musk's partisan political behavior negatively impacted Tesla's sales, with potential growth of 67% to 83% in the U.S. market being stunted due to alienation of core Democratic customers [3][7]. - Since May, Musk has shifted focus back to his companies, including Tesla and SpaceX, distancing himself from political engagements [7][8]. - Tesla's stock price has rebounded significantly, reaching $460.55, more than doubling from a low of $220 earlier in the year, reflecting investor confidence in Musk's leadership [8]. Group 3: Financial Performance - Tesla reported third-quarter revenue of $28.1 billion, a 12% year-over-year increase, surpassing Wall Street expectations and ending a two-quarter decline [8]. - Despite revenue growth, net profit decreased by 37% due to pricing strategies and significant investments in AI and other R&D projects [8].
特朗普、马斯克,又和好了?