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- 夏雨Simon夏雨Simon
  ·2025-02-09
  不同意这种分析，核心问题还是来自懂王的政治对手操控的华尔街空头的恶意抛压
  马斯克大闹华盛顿的这一周，特斯拉股价重挫
  媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。
  马斯克大闹华盛顿的这一周，特斯拉股价重挫
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11:58","market":"hk","language":"zh","title":"马斯克大闹华盛顿的这一周，特斯拉股价重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2509262039","media":"华尔街见闻","summary":"媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。","content":"<html><head></head><body><blockquote><p><strong>媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。</strong></p></blockquote><p style=\"text-align: justify;\">本周，特斯拉股价重挫近11%，创下自去年10月以来最大单周跌幅，较12月17日的高点已下跌超20%。</p><p style=\"text-align: justify;\">估值约为“Magnificent 7”科技巨头平均水平三倍的特斯拉，已成为该指数中今年表现最差的成员。</p><p style=\"text-align: justify;\">在CEO埃隆·马斯克忙于推动美国联邦政府改革之际，特斯拉2024年销量逆市下滑1%，与全球电动车市场20%的增长形成鲜明对比。德国销量跌至2021年来最低，中国市场交付量同比降11.5%，就连大本营加州也连续五个季度下滑。</p><p style=\"text-align: justify;\">分析师认为，马斯克在华盛顿的一系列举措——从冻结国际开发署到威胁关闭教育部——以及他在欧洲的政治表态，正在影响特斯拉的业务表现。</p><p style=\"text-align: justify;\">Jonestrading首席市场策略师 Mike O&#39;Rourke表示：</p><blockquote><p style=\"text-align: justify;\">“有一个论点是，特斯拉开始因马斯克和特朗普的亲密关系受到惩罚。”</p></blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2d2d25719ec3f00fb6fa9188f66a077\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1222818735\">遭遇挑战</h2><p style=\"text-align: justify;\">在经历了过去12个月股价翻倍的辉煌后，特斯拉近期遭遇了一系列挑战。</p><p style=\"text-align: justify;\">此前，特斯拉交出了亮眼的成绩单：Model Y连续第二年成为全球最畅销汽车（包括燃油车），公司能源业务部署的电池储能足以为3000个美国家庭提供一年用电，市值一度重返1万亿美元，跻身标普500指数第七大最有价值公司。</p><p style=\"text-align: justify;\">然而，2024年特斯拉的电动车销量下降1%，与全球电动车市场约20%的增长形成鲜明对比。</p><p style=\"text-align: justify;\">更令投资者担忧的是，来自全球各地的最新销售数据同样不容乐观：在德国，特斯拉1月份的销量降至2021年以来的最低水平，法国和英国的销量也出现下滑。在特斯拉最重要的市场之一中国，交付量同比下降11.5%。</p><p style=\"text-align: justify;\">在美国，特斯拉的加州市场也显示出疲态：该州第四季度销量同比下降8%，为连续第五个季度下滑，全年下降12%，降幅是特斯拉全美销量下降6%的两倍。尽管特斯拉仍保持着加州约50%的电动车市场份额，但这一趋势值得关注。</p><h2 id=\"id_3935097399\">政治立场的代价？</h2><p style=\"text-align: justify;\">马斯克近期在华盛顿的一系列举动引发关注。他参与了所谓的&#34;政府效率部门&#34;工作，涉及冻结美国国际开发署、取消联邦总务署合同，甚至威胁关闭教育部等举措。</p><p style=\"text-align: justify;\">这些政治活动恰逢特斯拉销量下滑，引发市场对马斯克政治立场是否影响公司业务的担忧。</p><p style=\"text-align: justify;\">媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。</p><h2 id=\"id_1006438194\">转型与估值</h2><p style=\"text-align: justify;\">特斯拉正在从传统汽车制造商向垂直整合的人工智能应用开发商转型。在1月29日的财报会议上，公司将更多时间用于讨论自动驾驶、人工智能和机器人等业务，而非传统汽车业务。</p><p style=\"text-align: justify;\">这一转型也反映在公司估值上：特斯拉目前的市盈率约为2025年预期收益的130倍，几乎是近期历史水平的两倍，显示市场对其自动驾驶技术寄予厚望。</p><p style=\"text-align: justify;\">2025年将是特斯拉的关键之年。公司计划推出自动驾驶出租车服务，同时发布新的低成本电动车型（业内称为Model 2）。</p><p style=\"text-align: justify;\">ChartSmarter创始人Douglas Busch分析称，如果马斯克能在这两个领域都取得突破，特斯拉股价有望创下新高；反之，股价可能回落至350美元左右。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://wallstreetcn.com/articles/3740651\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56e21b87c2fdd6d80864d1caa60981c9","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4604":"机器人概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME 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INC"},"source_url":"https://wallstreetcn.com/articles/3740651","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509262039","content_text":"媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。本周，特斯拉股价重挫近11%，创下自去年10月以来最大单周跌幅，较12月17日的高点已下跌超20%。估值约为“Magnificent 7”科技巨头平均水平三倍的特斯拉，已成为该指数中今年表现最差的成员。在CEO埃隆·马斯克忙于推动美国联邦政府改革之际，特斯拉2024年销量逆市下滑1%，与全球电动车市场20%的增长形成鲜明对比。德国销量跌至2021年来最低，中国市场交付量同比降11.5%，就连大本营加州也连续五个季度下滑。分析师认为，马斯克在华盛顿的一系列举措——从冻结国际开发署到威胁关闭教育部——以及他在欧洲的政治表态，正在影响特斯拉的业务表现。Jonestrading首席市场策略师 Mike O'Rourke表示：“有一个论点是，特斯拉开始因马斯克和特朗普的亲密关系受到惩罚。”遭遇挑战在经历了过去12个月股价翻倍的辉煌后，特斯拉近期遭遇了一系列挑战。此前，特斯拉交出了亮眼的成绩单：Model Y连续第二年成为全球最畅销汽车（包括燃油车），公司能源业务部署的电池储能足以为3000个美国家庭提供一年用电，市值一度重返1万亿美元，跻身标普500指数第七大最有价值公司。然而，2024年特斯拉的电动车销量下降1%，与全球电动车市场约20%的增长形成鲜明对比。更令投资者担忧的是，来自全球各地的最新销售数据同样不容乐观：在德国，特斯拉1月份的销量降至2021年以来的最低水平，法国和英国的销量也出现下滑。在特斯拉最重要的市场之一中国，交付量同比下降11.5%。在美国，特斯拉的加州市场也显示出疲态：该州第四季度销量同比下降8%，为连续第五个季度下滑，全年下降12%，降幅是特斯拉全美销量下降6%的两倍。尽管特斯拉仍保持着加州约50%的电动车市场份额，但这一趋势值得关注。政治立场的代价？马斯克近期在华盛顿的一系列举动引发关注。他参与了所谓的\"政府效率部门\"工作，涉及冻结美国国际开发署、取消联邦总务署合同，甚至威胁关闭教育部等举措。这些政治活动恰逢特斯拉销量下滑，引发市场对马斯克政治立场是否影响公司业务的担忧。媒体分析称，马斯克的政治立场可能正在疏远特斯拉最需要吸引的目标客户——关注气候变化的富裕民主党支持者，却未能获得新的消费群体。转型与估值特斯拉正在从传统汽车制造商向垂直整合的人工智能应用开发商转型。在1月29日的财报会议上，公司将更多时间用于讨论自动驾驶、人工智能和机器人等业务，而非传统汽车业务。这一转型也反映在公司估值上：特斯拉目前的市盈率约为2025年预期收益的130倍，几乎是近期历史水平的两倍，显示市场对其自动驾驶技术寄予厚望。2025年将是特斯拉的关键之年。公司计划推出自动驾驶出租车服务，同时发布新的低成本电动车型（业内称为Model 2）。ChartSmarter创始人Douglas Busch分析称，如果马斯克能在这两个领域都取得突破，特斯拉股价有望创下新高；反之，股价可能回落至350美元左右。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}