Will Trump's election deal a heavy blow to Tesla? Wall Street is a bit conflicted: it may bring alternative benefits
本兮我爱你
发表于 2024-7-18 11:17:08
1221
0
0
Tesla's future is full of uncertainty. On the one hand, Republican candidate Trump, who is increasingly likely to enter the White House, strongly opposes the transition to electric vehicles; On the other hand, Tesla CEO Musk has a close relationship with Trump, implying more opportunities.
Wall Street is divided on Tesla's development under Trump, with some believing that Trump's victory is a huge negative for Tesla; But some analysts firmly believe that Tesla has more advantages than other electric vehicles and has the ability to once again clarify its leading position during the new US presidency.
The core controversy lies in Trump's plan to withdraw support for American electric vehicles, such as the $7500 tax credit policy during the Biden era. Analysts doubt whether this will have a negative impact on Tesla's performance.
On a larger scale, Trump's running mate Vance proposed last fall to cancel the existing $100 billion electric vehicle subsidies and replace them with tax credits for gasoline or diesel cars. Wall Street is evaluating whether this plan will have varying degrees of impact on different brands of electric vehicles, creating a potentially advantageous environment for Tesla.
Turbulent Future
Dan Ives, a well-known analyst at Wedbush, said that the reduction of subsidies for electric vehicles in the United States may help Tesla expand its advantages, establish a larger gap with competitors, and achieve technological leadership.
He emphasized that compared to many financially constrained emerging electric vehicle companies, Tesla's scale and financial reserves make it more viable in an unsubsidized environment, which is a huge opportunity for Tesla and Musk.
However, Guggenheim's Ron Jewsikow pointed out that tax credits are an important condition for increasing the affordability of Tesla electric vehicles, and Trump's cancellation of this subsidy is a negative factor for the entire industry.
He also mentioned the impact of Trump's high tariffs, especially the fact that many electric vehicles in the United States rely on Chinese made electric vehicle batteries. However, he also acknowledges that these upheavals may not necessarily cause Tesla to sink, but they will indeed lead to the bankruptcy of some other electric vehicle companies.
Royal Bank of Canada analyst Tom Narayan is also concerned about tariffs. He analyzed that Trump's erratic behavior during his last term has made the automotive industry uneasy, and many car companies believe that if Trump takes office, he will pose a challenge to the automotive business.
He also gave an example that in 2019, Trump threatened to impose tariffs on Canadian aluminum, which scared everyone, but he ultimately did not take action; Then he threatened to impose tariffs on the European Union. Narayan said that the automotive industry dislikes this kind of uncertainty.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Tesla's zero interest car purchase policy has been further extended
- Five car companies besiege Model Y within a week, will Tesla be pulled off the pedestal?
- Car owner revealed that Tesla saved his life by automatically turning the steering wheel to avoid the large truck at a speed of 170km/h
- Tesla's Shanghai Gigafactory exports over 1 million new energy vehicles
- Today, Tesla's Shanghai Gigafactory exported 1 million new energy vehicles
- Tesla Shanghai Gigafactory exports over 1 million vehicles
- Tesla Germany factory employee sick leave rate rises to 17%, Musk personally investigates
- Shanghai Nangang Helps' Lingang Made 'New Cars Launch and Go Overseas: Building a Dock at the' Doorstep 'of Tesla and Other Enterprises
- Tesla welcomes' important moment 'article, understanding Musk's autonomous driving strategy
- Tesla wins lawsuit over whether FSD system misled investors
-
9月が終わり、映画・テレビ業界が暗躍している。最近、愛奇芸の創始者でCEOのGONG宇氏は、映画・テレビ業界が長短の変化、AIの変化、中国映画・テレビドラマの海外進出の変化の3つの変化を経験していると発表した。 ...
- 寒郁轩良
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
10月1日、理想自動車が9月に納入したデータによると、9月に理想自動車が新車53709台を納入し、前年同月比48.9%増となった。 今年第3四半期、理想自動車は前年同期比45.4%増の152831台を納入した。今年9月30日現在、 ...
- 就放荡不羁就h
- 昨天 12:06
- 支持
- 反对
- 回复
- 收藏
-
ネットワーク状況監視サイトDownDetectorによると、オーディオストリーミングプラットフォームSpotifyは日曜日に約3時間にわたる障害を経験した後、正常に回復し、ピーク時には米国の4万人以上のユーザーに影響を与 ...
- hecgdge4
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
10月1日、極クリプトン自動車が発表したデータによると、今年第3四半期に新車が累計14万2900台納入され、前年同期比81%増となった。このうち、9月に新車を納入したのは2万13万人で、前年同期比77%、前月比18%増だっ ...
- 内托体头
- 前天 16:17
- 支持
- 反对
- 回复
- 收藏