特斯拉市值暴跌的原因和未来展望，市值蒸发超过1500亿美元的真相分析揭示，这背后可能 与多种因素有关，如市场竞争加剧、政策调整等，本文探究了特斯拉面临的市场挑战和内部 问题，并展望了其未来发展趋势，包括技术创新和成本控制等方面，尽管面临困境，但特斯 拉仍具有巨大的市场潜力和未来发展空间。 特斯拉,作为全球领先的电动汽车制造商，近期市值大幅缩水，引发了业界和投资者的广泛关注，本文 将深入探讨特斯拉市值蒸发背后的原因，并展望其未来发展趋势。 特斯拉市值蒸发的背后原因 尽管特斯拉市值蒸发了超过1500亿美元,但其在电动汽车行业中的地位依然稳固，仍具有较大的发展潜 力。 特斯拉市值蒸发的影响 1. 对特斯拉自身的影响：市值蒸发反映了市场对特斯拉的负面预期，对其融资、品牌形象以及员工 士气等方面都产生了一定的影响。 1. 宏观经济环境影响：近年来，全球经济环境面临诸多挑战，如贸易战、地缘政治紧张局势等，这 些因素对特斯拉的市值产生了重大影响。 2. 市场竞争加剧：随着电动汽车市场的快速发展，越来越多的企业加入到这一行业中，导致特斯拉 面临的竞争压力日益加剧。 3. 投资者对未来发展的担忧：尽管特斯拉在电动汽车行业中的地 ...

Market Overview - Non-farm payroll data exceeded expectations, alleviating recession concerns, and trade news boosted the S&P 500 to touch 6000 points [2] - Tesla shares rebounded, rising over 7% intraday and closing up over 3%, amid ongoing tensions between Trump and Musk [2][3] - Major tech stocks in the US showed strength, with all seven tech giants rising [2] - The Federal Reserve's interest rate cut expectations for the year have decreased, leading to a significant rise in US Treasury yields, with the two-year yield surpassing 4% [2] - Spot gold fell over 1%, while silver continued its upward trend, rising over 1.4% before a slight retreat [2] Key News - The US added 139,000 non-farm jobs in May, the lowest since February, with a revised downward adjustment of 95,000 jobs for the previous two months, resulting in an unemployment rate of 4.2% [3][12] - Trump criticized Powell, calling for a 1% rate cut, suggesting that if inflation returns, the Fed should raise rates to counter it [12][13] - Tesla faced scrutiny over government contracts, with concerns about financing changes and the departure of its robotics head, leading to a significant drop in Tesla's stock earlier in the week [3][11][17] - BYD's shareholder meeting indicated strong overseas sales expectations and plans to launch smart driving technology in the next 3-5 years [13] Commodity Market - Silver and platinum prices surged, with silver reaching a 13-year high and platinum hitting a new high since 2022, driven by improved demand from China and India [14] - The US Treasury yields saw a notable increase, with the 10-year benchmark rising by 11.50 basis points [10] International Relations - The US Treasury Department advised Japan to raise interest rates to support the yen, amidst public disagreements among US representatives affecting US-Japan trade negotiations [13] - The ongoing tensions between Trump and Musk have led to a complex political landscape, with implications for Tesla's market position and investor sentiment [17][18]

Group 1 - The public fallout between President Trump and billionaire Elon Musk has significant implications for both the political landscape and Musk's business empire, with analysts suggesting Musk may withdraw support for Republican candidates [1][8] - Tesla's stock price dropped by 14.26% on June 5, resulting in a market value loss of approximately $150 billion, marking its largest single-day decline in history [6][8] - Trump's "big and beautiful" tax reform proposal faces increased resistance following the fallout, which could impact its passage in the Senate [8][9] Group 2 - Musk's companies, including Tesla and SpaceX, may come under scrutiny from various U.S. regulatory agencies due to the public dispute with Trump [1][6] - The conflict has led to a potential shift in Musk's political contributions, raising questions about the future of his financial support for Trump's campaign [8][9] - The relationship breakdown highlights a deeper struggle between the "MAGA movement" and the "tech right," revealing significant ideological differences despite some shared goals [8][9]

格伯川崎的罗斯·格伯甚至直言"这是场灾难"，并带头抛售股票。他的观点代表了一类股东的焦虑：特 斯拉董事会的集体沉默，暴露了公司治理结构的缺陷——当创始人兼具大股东、CEO和"网红"三重身份 时，谁来真正为中小股东利益负责？ 短期来看，特斯拉股价可能继续承压。卖空者已借机大赚40亿美元，而市场情绪的修复需要时间。但 XBIT去中心化交易所平台分析师部分观点认为，此次危机也可能成为转折点。若马斯克能回归公司核 心业务，暂停政治冒险，并加速推进Robotaxi等创新项目，特斯拉仍可能重获市场认可。毕竟，其全球 储能业务布局、自动驾驶技术积累和品牌溢价尚未消失殆尽。 过去数月，特斯拉股东犹如坐上过山车，而最近一周的暴跌将这场动荡推向高潮。马斯克与特朗普的公 开决裂，不仅暴露了这位科技狂人冒险下注政治权力的风险，更让特斯拉付出了惨痛代价——单日市值 蒸发1530亿美元，创下美股史上最大跌幅。XBIT表示这场风波不仅关乎股价涨跌，更揭示了一个根本 性问题：当企业领袖的个人野心凌驾于公司战略时，市场终会给出残酷的定价。 图源:币界网 马斯克曾是特朗普政府的座上宾，他的政治影响力一度被视作特斯拉的"隐形资产"。市场曾乐观预期 ...

美元指数本周整体走势震荡，继续受到特朗普关税政策和谈判进展的影响。其中，周三，随着美国经济数据疲软推升了降息预期，美元指数跌破99关口，重 回六周低点。周四，中美元首通话提振了市场情绪，美指有所回升。周五非农数据后，美指重回该关口上方，截至发稿报99.3。 现货黄金本周整体走高，主要受到美元走软、贸易和地缘政治风险增加的提振。最刺激的行情出现在周四，金价坐上过山车，盘中触及3400美元/盎司关口 后又急转直下，回吐日内全部涨幅。截至发稿，现货黄金报3350美元/盎司。 另外，贵金属市场近期迎来集体上涨，白银、铂金和钯金价格均表现强劲。白银周四上涨至13年高位，自2012年2月以来首次突破每盎司36美元，铂金也升 至2022年以来的最高水平。 非美货币方面，随着美元走低，欧元、英镑、澳元、加元兑美元均本周整体录得下跌。美元兑日元连续第二周收涨，但本周是其近十周以来波动性最小的一 周。近期日本长期国债收益率的上升凸显了日本央行需要谨慎地收紧政策。 国际油价方面，美布两油本周料将录得三周来首次收涨。俄乌和谈和美伊核谈判前景黯淡，加拿大野火危及石油供应，以及更多贸易协议进展的消息提振了 需求前景，带动油价上涨。但是， ...

Core Viewpoint - The ongoing dispute between Elon Musk and former President Trump has raised concerns among investors regarding its potential impact on Tesla's stock performance, which has already been weak this year [1] Group 1: Market Reaction - Tesla's stock price dropped 14.3% on Thursday, resulting in a loss of $152.3 billion in market value, marking its worst single-day performance since March 10 [1] - Following the dispute, Tesla's stock saw a pre-market increase of 4.2%, but the overall trend indicates a decline of over 30% year-to-date [1] Group 2: Analyst Perspectives - Analysts from Wedbush Securities maintain a positive outlook on Tesla's future, particularly regarding its humanoid robots and autonomous driving prospects, despite the ongoing conflict [2] - CFRA analyst Garrett Nelson attributes the stock's decline to multiple factors, including an unreasonable surge post-Q1 earnings, loss of market share in China and Europe, and potential disappointment from the upcoming Robotaxi launch [3] - Goldman Sachs has lowered Tesla's target price from $295 to $285, indicating expectations of continued stock weakness due to declining electric vehicle sales data and regulatory challenges under a Trump-led government [3] Group 3: Industry Implications - The conflict between Musk and Trump has put Republican figures in a difficult position, as they fear alienating either party, given Musk's significant political contributions [2] - Analysts suggest that the threats exchanged between Musk and Trump are unlikely to escalate beyond verbal disputes, indicating a potential stabilization in the situation [2]

Core Points - The collaboration between Tesla CEO Elon Musk and Republican candidate Donald Trump during the 2024 U.S. presidential election marked a significant political-business alliance, with Musk donating nearly $300 million to Trump's campaign and actively supporting him in key swing states [1] - Tensions escalated between Musk and Trump following the passage of a controversial tax reform bill, leading to public attacks and significant stock market impacts for Tesla and SpaceX [2][3] - The fallout from their partnership highlights structural contradictions in their interests, power dynamics, and ideological conflicts, particularly regarding fiscal policies and government spending [5][6][7] Group 1: Financial Impact - Tesla's stock plummeted by 14.26% on June 5, 2025, resulting in a market value loss exceeding $150 billion, marking the largest single-day drop in its history [3] - SpaceX's stock also fell by 9.3%, with its $4 billion collaboration with NASA facing potential suspension due to the escalating tensions [3] Group 2: Political Dynamics - The Republican Party experienced internal divisions, with some members advocating for Musk's fiscal conservatism, while Democrats criticized Trump's unsustainable policies [4] - Musk's initiative to form a centrist political party garnered over 3 million support votes, indicating his significant political influence despite the breakdown of his collaboration with Trump [4] Group 3: Industry Changes - If Trump follows through on threats to terminate contracts, NASA may lose its only reliable manned spaceflight capability, potentially relying on Russian spacecraft for International Space Station operations [9] - The cancellation of electric vehicle consumer tax credits is projected to reduce Tesla's 2025 sales by 120,000 units, allowing competitors like BYD and Ford to capture market share [10] - Musk's political endeavors may have failed, but his centrist movement could lead to the emergence of new political forces, while Trump must repair relations with tech capital to maintain voter support [11]

两个嘴强王者，彻底分道扬镳了。 前不久，两人还如胶似漆地像双胞胎一样出入各种场合，马斯克在美国政界曝光率直线上升，但爱情就 像龙卷风，来得快，走得也快。 双方开撕后，给了广大媒体不少报道题材，按照目前的走势，大有双方必有一败的趋势，围观吃瓜者不 在少数，但资本市场已经给出了强烈反应。 从这个回合来看，特斯拉明显成了最受伤的一方： 股价一夜暴跌超14%，市值一夜蒸发1520亿美元（10919亿人民币），创下四年来单日最大跌幅。 01 暧昧期过后，一份"大而美"法案让双方开始对线互喷，让全球网友见识到了什么叫做没有永远的朋友， 只有永远的利益。 比如马斯克火力全开，称如果没有我，特朗普将会输掉选举，还表示特朗普应该被弹劾。 特朗普则吐槽马斯克疯，并且对他"深感失望"。 直到现在，双方还在互相拆台，马斯克甚至吐槽，特朗普在爱泼斯坦的档案里，这个重磅新闻也占据热 搜榜。 但需要注意的是，特斯拉股价在过去的5月份累计上涨了22%，而且这波回涨就发生在马斯克结束其在 特朗普政府中"政府效率部"任期之后。 而且复盘特斯拉过去半年的股票走势，呈现出一幅过山车的走势，半年多的时间既有暴涨也有暴跌。 甚至在更早之前，2022年收 ...

以下文章来源于极客公园 ，作者Moonshot 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 「一马平川」，终究是错付了。 文 ｜ Moonshot 编辑 ｜ 靖宇 来源｜ 极客公园（ID：geekpark） 封面来源 ｜ 视觉中国 马斯克和特朗普互喷四天了，这次他俩是彻底闹掰了。 这场闹剧的主舞台是马斯克自家平台X，夹杂着《华尔街日报》、CBS等主流媒体的「煽风点火」，堪称近期最精彩的真人秀，也是各大社交媒体的流量密 码。 因为骂战过于激烈，要素过多，高潮迭起，让主流媒体喜闻乐见，吃瓜群众目瞪口呆。 | 序号 | 关键词 | | --- | --- | | 1 | 特朗普马斯克公开骂战 07:36登顶 | | 3 | 马斯克怒批特朗普法案 222466 | | 4 | 马斯克发文吐槽说受不了了 289172 | | ব | 特朗普与马斯克决裂 147930 | | 9 | 14916! 马斯克曝特朗普在爱泼斯坦的档案里 | | 16 | 马斯克说特朗普应该被弹劾 好友正在看 | | 17 | 526530 特朗普对马斯克非常失望 | 哪怕在大洋彼岸的微博，这俩人都是最近的热 ...

2025.06. 06 本文字数：1562，阅读时长大约3分钟 作者 | 第一财经 孙卓 当地时间6月5日，美国总统特朗普与亿万富翁马斯克的矛盾再次升级。 马斯克在社交媒体上指责特朗普"忘恩负义"，甚至呼吁"弹劾"特朗普。而特朗普则暗示马斯克已经 失去理智，并威胁要终止马斯克公司享有的政府补贴和一系列合同。 此前，马斯克曾公开批评特朗普的"大而美"法案包含了大量不必要的支出。特朗普则回应称，他宁 愿马斯克批评他，而不是批评他的税改法案。 马斯克与特朗普（来源：央视新闻） 缘起电动车购买补贴被取消？ 特朗普与马斯克的争执于3日开始升级，当时马斯克在社交媒体平台X上表示，"国会这项庞大、离 谱、充斥着政治操弄的支出法案令人作呕。" 5月22日，共和党议员占多数的美国国会众议院以微弱优势通过了特朗普政府提出的一项大规模税收 与支出法案。特朗普政府将该法案描述为"大而美"。法案内容总体可概括为两个方面：一是，削减 在发表上述言论的几天前，马斯克刚刚辞去特朗普政府和白宫高级顾问一职。当天，特朗普还在椭圆 形办公室举行了发布会，正式为马斯克送别。"这将是他（在政府）的最后一天，但实际上并非如 此，因为他会一直和我们在一起 ...