Tesla Inc (NASDAQ:TSLA) stock has been in focus since Donald Trump's presidential election victory. CEO Elon Musk is a prominent supporter of the president elect, attending his rallies and donating millions to his campaign. Now, Trump has asked Musk to co-lead his new Department of Government Efficiency.TSLA was last seen up 0.3% to trade at $329.30, eyeing its sixth gain in the last seven sessions. The equity has taken a breather from its Nov. 11, two-year high of $358.64, but has added more than 92% in t ...

Ark Invest funds have been selling the electric vehicle maker's stock over the last few weeks and reinvesting the proceeds into Amazon.Over the last several years, Cathie Wood of Ark Invest has emerged as one of Wall Street's most intriguing personalities.Most portfolio managers emphasize concepts found in textbooks such as valuation multiples or intrinsic value. Wood is different. Ark Invest offers investors access to a host of exchange-traded funds (ETFs), the majority of which are comprised of emerging t ...

In Brief Tesla’s Cybertruck is facing its sixth recall since its launch a year ago. The recall affects 2,431 units, including certain 2024 Cybertrucks built between November 6, 2023 and July 30, 2024. A report from Tesla found that those trucks are or were equipped with a faulty drive inverter.  “If the inverter stops producing torque, the driver loses the ability to apply torque to the vehicle using the accelerator pedal resulting in a loss of propulsion, which may increase the risk of a collision,” reads ...

文章核心观点 - 特斯拉在选举后的强劲反弹后遇冷股价下跌主要与市场情绪和估值有关且公司仍存在诸多不确定性 [1][4][8] 各部分总结 股价表现 - 特斯拉在特朗普当选后的牛市行情后今日股价冷却回落与标普500自选举后的首次下跌一致股价当日下午2:56 ET时下跌5% [1][2] 相关行业情况 - 赫兹全球再次表明电动汽车需求不如多头所期望的强劲J.D. Power预计未来两年租赁到期的电动汽车将涌入市场今年底达65600辆2026年达215000辆 [2][3] 与特朗普关联情况 - 特斯拉CEO马斯克与特朗普关系密切但特朗普竞选时计划取消电动汽车税收抵免这对特斯拉似乎是明显的负面因素投资者希望特朗普政府放宽自动驾驶规则但车辆安全性和公众看法是关键考验若特斯拉被视为得到政府特殊优待且出现事故将对其声誉造成灾难尽管马斯克与特朗普关系良好但公司仍存在很多不确定性且股票市盈率较高若与特朗普相关的论点不成立特斯拉股价可能大幅下跌 [5][6][7][8]

Tesla (TSLA) stock has seen an electrifying rebound in 2024, pushing its market value back over the coveted $1 trillion mark. After having plummeted more than 40% from the beginning of the year till Apr. 22 (when it hit its 52-week low of $138.08), the stock has roared back to life. It has witnessed a strong rally lately thanks to the company’s solid third-quarter results and Donald Trump’s presidential victory.The stock is up 41% year to date, having closed at $350 yesterday. The electric vehicle (EV) pion ...

ToplineShares of Tesla slipped Tuesday as part of a broader cooling off among the hottest trades following last week’s election of Donald Trump, though the Elon Musk-led electric vehicle maker remains far more valuable than it was prior to Election Day.People look at a Cybertruck at a Tesla dealership in Manhattan.Getty Images Key FactsTesla stock fell 3% by 10 a.m. EST, on pace for its first daily loss since last Monday. That pares Tesla’s post-election gain to a still eye-popping 35%, as investors floode ...

Once the United States presidential elections were over, there seemed to be an everything rally for the financial markets, or, as Warren Buffett likes to say, a rising tide lifts all boats. However, he also likes to add that when the tide goes out, that’s when everyone knows who’s been swimming fully clothed or not. Today, some call for shares of Tesla Inc. NASDAQ: TSLA to be in the latter group, considering its valuation today. These bears would be wrong, though. Sure, the stock trades at a high price-to-e ...

特斯拉股价受马斯克与特朗普关系影响 - 马斯克与特朗普的政治关联使投资者对特斯拉乐观 股价预期上调[1] - 摩根士丹利的亚当·乔纳斯将特斯拉目标价上调至500美元 称马斯克涉足政治拓宽投资者对特斯拉前景的思考 其股票已涨40% 达两年高位 超过此前310美元目标价[2] - 按乔纳斯说法 目前盘中价约350美元时 特斯拉股票以16倍EV/EBITDA交易 高于上周11倍 400美元股价对应19倍 500美元股价对应估值略低于24倍[3] 其他机构对特斯拉股价的看法 - 韦德布什证券的丹·艾夫斯看好特朗普执政下的特斯拉 将目标价从300美元提至400美元 认为人工智能和自动驾驶技术在特朗普任期有望繁荣 这对特斯拉价值1万亿美元[4][5] - 艾夫斯称 特斯拉在电动汽车领域占主导地位 即使特朗普取消电动汽车联邦减税政策 特斯拉受影响也最小[6] 特斯拉股价近期走势 - 最近交易日收盘特斯拉股价350美元 当日涨近9% 过去一周涨超40%[7] - 11月12日盘前股价345.85美元 跌1.1%[7] - 技术分析显示特斯拉有维持当前涨势的潜力 已突破280 - 290美元阻力区间 若势头持续有望测试414.50美元历史高点[8][9] 特斯拉股价上涨对空头的影响 - 自特朗普胜选 空头已损失约78亿美元 分析师称空头可能承受更多损失[9] - S3 Partners董事总经理称 预计特斯拉股票会因涨势引发的空头挤压而继续空头回补[10]

特斯拉与英伟达股价对比 - 目前特斯拉股票价格几乎是英伟达股票的两倍[1] 特斯拉市值情况 - 2021年10月特斯拉市值首次超过1万亿美元 之后在2022年因标普500进入熊市跌出万亿美元俱乐部 自11月5日前总统特朗普再次当选以来 特斯拉股票上涨30% 市值再次回到1万亿美元以上[1][2][3] 特斯拉核心业务现状 - 特斯拉2021年交付936222辆电动汽车 同比增长87% 2022年交付130万辆 增长40% 2023年交付180万辆 增长38% 2024年前九个月交付129万辆 同比下降2.3% 销售增长正在放缓 远低于马斯克50%的年度目标[4][5] - 电动汽车行业需求正在疲软 高利率和生活成本上升使潜在买家转向更便宜的汽油动力汽车 且消费者担心电动汽车的转售价值和缺乏快速充电基础设施[6] - 特斯拉面临来自比亚迪等低成本制造商的竞争 比亚迪海鸥在中国售价不到1万美元 2025年可能进入欧洲市场[7] - 马斯克认为特斯拉明年电动汽车交付量可能增长20% - 30% 但最近取消了建造低成本汽车与比亚迪竞争的计划 增长来源存疑[8] 特斯拉自动驾驶业务 - 10月10日特斯拉推出Cybercab无人驾驶出租车 预计2026年量产 但无人驾驶FSD未获美国道路使用批准[9] - 特斯拉车主使用FSD测试版已在现实世界中自动驾驶数十亿英里 特斯拉2024年第三季度车辆安全报告显示 使用FSD每700万英里发生一次碰撞 比美国道路上平均汽车安全约10倍[10] - 监管批准有望到来 因为Alphabet的Waymo已在凤凰城 洛杉矶和旧金山提供无人驾驶打车服务 马斯克认为特斯拉明年可在加利福尼亚州和得克萨斯州运营类似服务[11] - Ark Investment Management认为到2029年特斯拉可从自动打车业务中每年产生7560亿美元收入[12] - 一些分析师认为特朗普再次当选将加快特斯拉FSD和Cybercab平台的批准 马斯克对特朗普竞选的支持可能为特斯拉自动驾驶野心带来1万亿美元价值[13] 特斯拉股票估值情况 - 特斯拉停滞的电动汽车销售以及全面降价刺激需求 导致过去一年公司收益持续下降 过去四个季度每股收益为2.40美元 较上年同期下降33.5%[14] - 自11月5日以来上涨30%后 特斯拉股票目前的市盈率为133.8 是万亿美元俱乐部中最贵的股票 远高于英伟达的69.28[15] - 如果马斯克的指导准确且Cybercab在2026年量产 投资者可能至少还要忍受一年电动汽车销售低迷和潜在的盈利疲软 即使特朗普政府帮助特斯拉快速推出FSD 真正的收入可能要等到Cybercab使打车网络达到规模才会到来 因此目前估值下很难证明购买特斯拉股票是合理的 即使相信自动驾驶的未来 最好也等待大幅回调再投资[16][17]

Elon Musk on stage before Republican presidential nominee former President Donald Trump speaks at a rally at Madison Square Garden in New York, NY on Sunday, October 27, 2024.Elon Musk spent $44 billion to buy Twitter, now known as X, and at least $130 million to help get Donald Trump elected president.It's a combination that's paid off handsomely. Since Trump's victory last week, Musk is about $70 billion richer on paper.Most of Musk's wealth is wrapped up in his holdings of Tesla, and in the four trading ...