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股价大跌27%,特斯拉痛失护城河,马斯克还没玩够?
Sou Hu Cai Jing· 2025-07-08 11:26
Group 1 - Tesla's stock price closed down 6.8% at $293.94, marking a 27% decline year-to-date [2] - The company has lost its competitive advantages, previously held by strong political connections and a positive brand image [4][5] - The relationship between Elon Musk and Donald Trump has deteriorated, impacting Tesla's political support [5][8] Group 2 - The recent "Inflation Reduction Act" has negatively affected Tesla by increasing government debt and eliminating a $7,500 subsidy for electric vehicles [7][10] - Tesla's global deliveries fell to 336,700 units in Q1 2025, a 13% year-over-year decline, with significant drops in key markets like Germany (down 59.5%) and France (down 63%) [17] - The company is facing increased competition from Chinese electric vehicle manufacturers, which are gaining market share in Europe and China [24][28] Group 3 - Analysts have downgraded Tesla's earnings expectations, with Wells Fargo setting a target price of $130, nearly halving the current stock price [29] - The departure of Tesla's North America and Europe operations head, Omid Afshar, is linked to declining sales in those regions [19] - Tesla's future prospects, including autonomous driving and new low-cost models, remain uncertain and are not expected to offset the current downturn [20][29]