Core Viewpoint - Elon Musk's political ambitions and the establishment of a new political party have negatively impacted Tesla's stock performance and overall business, leading to significant declines in sales and profits [1][3][15]. Group 1: Stock Performance and Market Reaction - Following Musk's announcement of forming the "American Party," Tesla's stock dropped nearly 7% on July 7, resulting in a market value loss of over $68 billion (approximately 487.9 billion RMB) [1]. - Since Musk's political involvement, Tesla's stock has decreased by 35% from its historical high in December, with a 22% decline in 2023, making it the worst performer among the "Tech Seven" in the U.S. stock market [1][4]. Group 2: Sales and Profit Decline - Tesla's revenue surged from $31.5 billion in 2020 to $96.8 billion in 2023, nearly tripling, while global sales increased from under 500,000 units to 1.8086 million units [4]. - However, in 2024, Tesla's sales began to decline, with annual sales at 1.7892 million units, a year-on-year decrease of 1%, and net profit halved to $7.1 billion [4][9]. - In key markets, Tesla's sales fell significantly: a 10.5% drop in Europe to 327,000 units, a 5.1% decline in the U.S. to 623,000 units, while China saw an 8.8% growth to 657,000 units, lagging behind industry growth [4][9]. Group 3: Political Influence and Market Impact - Musk's political support for Trump has led to a backlash, with protests against Tesla and a significant drop in sales, particularly in Europe, where sales plummeted by approximately 50% after Trump's election [7][9]. - In the first quarter of the year, Tesla's profits fell by 71% year-on-year, with a 13% decrease in sales, marking the worst quarterly performance since 2022 [13]. - The "Big and Beautiful" Act signed by Trump eliminated key tax incentives for electric vehicle buyers, potentially costing Tesla around $1.2 billion annually, which is 17% of its expected profits for 2024 [15]. Group 4: Future Outlook and Challenges - The establishment of a third political party by Musk faces significant legal and financial hurdles, making it a challenging endeavor [16]. - Experts suggest that Musk's political experiment could have far-reaching implications for Tesla, intertwining the company's fate with political dynamics [16].

作者 / 莫 莉 编辑 / 张 南 设计 / 柴文静 政治与商业的冲突在4月达到顶峰。美国威斯康星州最高法院选举中，马斯克豪掷2500万美元支持的保守派候选人惨败，民主党支持者发起"抵制特斯 拉"运动，公司股价单周暴跌12%。 除非死亡，他仍将在5年内担任特斯拉首席执行官。 2025年5月20日，在多哈经济论坛上，埃隆·马斯克为自己立下了如此flag以回应此前传闻。马斯克称，对特斯拉拥有合理控制权是留任首席执行官的最重 要因素，比起薪水，他更关心特斯拉的控制权。 他还强调了，未来将减少在政治领域的支出，并称自己"做得已经够多了"。这句话的背后，是这位硅谷狂人首次公开承认政治与商业的天平已失衡——过 去18个月，他耗费近3亿美元支持共和党，却因威斯康星州选举惨败陷入舆论漩涡，更让特斯拉一季度净利润暴跌71%。 就在同一日，特斯拉宣布将于6月在奥斯汀启动Robotaxi试点，首批10辆Model Y将搭载"无监管FSD"驶上街头。 这场被马斯克称为"特斯拉最重要之年"的豪赌，既是技术突围的冲锋号，亦是挽回投资者信心的背水一战。 01 马斯克政治豪赌的代价 "每花1美元政治献金，特斯拉股价就蒸发3美元。"——这条2 ...