特斯拉超級(jí)多頭對(duì)埃隆·馬斯克發(fā)出警告
Jessica Mathews
2025-03-13
埃隆·馬斯克的一位堅(jiān)定支持者對(duì)這位億萬(wàn)富翁企業(yè)家失去了耐心，并表示是時(shí)候來(lái)點(diǎn)“嚴(yán)厲的愛(ài)”了,。
周二,，韋德布什證券公司（Wedbush）的科技分析師丹·艾夫斯（Dan Ives）——特斯拉最堅(jiān)定且直言不諱的多頭之一——一改往日的樂(lè)觀分析，為特斯拉投資者撰寫了一份異常嚴(yán)峻的聲明,。盡管艾夫斯仍維持對(duì)該股的“跑贏大盤”評(píng)級(jí),，但他警告稱,，在馬斯克涉足政治以及由此引發(fā)的品牌負(fù)面效應(yīng)之下，投資者的耐心正“消磨殆盡”,。
艾夫斯寫道,，在抗議者破壞特斯拉經(jīng)銷商門店和展廳，或是消費(fèi)者拋售其車輛之際,，馬斯克卻“在動(dòng)蕩時(shí)期對(duì)特斯拉漠不關(guān)心”,。艾夫斯表示，馬斯克和特斯拉即將迎來(lái)“關(guān)鍵時(shí)刻”,，而馬斯克在未來(lái)數(shù)月的應(yīng)對(duì)策略將“至關(guān)重要”,。
這與僅僅一天前的論調(diào)形成了鮮明對(duì)比——彼時(shí)艾夫斯寫道，特斯拉股價(jià)在周一暴跌15%后,，將迎來(lái)“特斯拉史上最具顛覆性的創(chuàng)新和技術(shù)周期”,。
然而，在周一特斯拉股價(jià)暴跌后的24小時(shí)內(nèi),，馬斯克幾乎未采取任何行動(dòng)來(lái)安撫這家電動(dòng)汽車制造商的投資者,。他在福克斯新聞上表示,，計(jì)劃再為特朗普政府效力一年,，并承認(rèn)自己經(jīng)營(yíng)所有業(yè)務(wù)“挑戰(zhàn)重重”。周二,，馬斯克與特朗普一同出現(xiàn)在白宮草坪上,，在總統(tǒng)承諾購(gòu)買的特斯拉Model S前合影。與此同時(shí),，一群紐約州參議員致函州審計(jì)長(zhǎng),，呼吁州養(yǎng)老基金拋售其持有的特斯拉股份。
艾夫斯在接受《財(cái)富》雜志采訪時(shí)表示：“成為政治人物無(wú)疑是一條充滿風(fēng)險(xiǎn)的道路,?！?/p>
馬斯克長(zhǎng)期兼職管理多家公司，包括SpaceX,、社交網(wǎng)絡(luò)X（前身為推特）以及X.AI,，這讓投資者深感不滿，而他涉足黨派政治的行為更是加劇了這些擔(dān)憂,，并損害了這位億萬(wàn)富翁的品牌形象,。艾夫斯表示，馬斯克在社交媒體上以及面對(duì)投資者時(shí),，一直未能“審時(shí)度勢(shì)”,。因此，他罕見(jiàn)地發(fā)布了一份聲明,，類似于他在2022年馬斯克收購(gòu)?fù)铺貢r(shí)發(fā)布的那些聲明,，意在引起馬斯克的注意,。
艾夫斯說(shuō)：“作為多年來(lái)一直關(guān)注特斯拉的人，是時(shí)候把特斯拉股東的心聲傳遞給馬斯克以及董事會(huì)了：務(wù)必合理分配時(shí)間,，展現(xiàn)出身為特斯拉首席執(zhí)行官應(yīng)有的擔(dān)當(dāng),。”他還補(bǔ)充道：“當(dāng)下絕非在政府效率部這個(gè)所謂的‘試驗(yàn)田’里胡亂作為的時(shí)刻,，他必須挺身而出,。”
艾夫斯尤其擔(dān)憂品牌形象受損的問(wèn)題,，他指出,，盡管目前情況尚屬“可控”，但存在進(jìn)一步惡化的風(fēng)險(xiǎn),。
周二常規(guī)交易時(shí)段結(jié)束時(shí),，特斯拉股價(jià)報(bào)230.58美元，上漲3.8%,，但遠(yuǎn)低于其52周高點(diǎn)488.54美元,。
艾夫斯維持對(duì)該股的“跑贏大盤”評(píng)級(jí)，并預(yù)測(cè)特斯拉股價(jià)將在12個(gè)月內(nèi)達(dá)到550美元,，是當(dāng)前股價(jià)的兩倍多,。但這一切或?qū)⑷Q于馬斯克是繼續(xù)將全部時(shí)間投入到白宮和海湖莊園，還是再次回歸特斯拉的工廠和制造設(shè)施,。
艾夫斯說(shuō)：“投資者已忍無(wú)可忍,。他們投資特斯拉是沖著馬斯克而來(lái)，而非他掌管的政府效率部,?！保ㄘ?cái)富中文網(wǎng)）
譯者：中慧言-王芳
埃隆·馬斯克的一位堅(jiān)定支持者對(duì)這位億萬(wàn)富翁企業(yè)家失去了耐心，并表示是時(shí)候來(lái)點(diǎn)“嚴(yán)厲的愛(ài)”了,。
周二,，韋德布什證券公司（Wedbush）的科技分析師丹·艾夫斯（Dan Ives）——特斯拉最堅(jiān)定且直言不諱的多頭之一——一改往日的樂(lè)觀分析，為特斯拉投資者撰寫了一份異常嚴(yán)峻的聲明,。盡管艾夫斯仍維持對(duì)該股的“跑贏大盤”評(píng)級(jí),，但他警告稱，在馬斯克涉足政治以及由此引發(fā)的品牌負(fù)面效應(yīng)之下,，投資者的耐心正“消磨殆盡”,。
艾夫斯寫道，在抗議者破壞特斯拉經(jīng)銷商門店和展廳,，或是消費(fèi)者拋售其車輛之際,，馬斯克卻“在動(dòng)蕩時(shí)期對(duì)特斯拉漠不關(guān)心”。艾夫斯表示,，馬斯克和特斯拉即將迎來(lái)“關(guān)鍵時(shí)刻”,，而馬斯克在未來(lái)數(shù)月的應(yīng)對(duì)策略將“至關(guān)重要”。
這與僅僅一天前的論調(diào)形成了鮮明對(duì)比——彼時(shí)艾夫斯寫道,，特斯拉股價(jià)在周一暴跌15%后,，將迎來(lái)“特斯拉史上最具顛覆性的創(chuàng)新和技術(shù)周期”。
然而,，在周一特斯拉股價(jià)暴跌后的24小時(shí)內(nèi),，馬斯克幾乎未采取任何行動(dòng)來(lái)安撫這家電動(dòng)汽車制造商的投資者。他在?？怂剐侣勆媳硎?，計(jì)劃再為特朗普政府效力一年，并承認(rèn)自己經(jīng)營(yíng)所有業(yè)務(wù)“挑戰(zhàn)重重”,。周二,，馬斯克與特朗普一同出現(xiàn)在白宮草坪上，在總統(tǒng)承諾購(gòu)買的特斯拉Model S前合影,。與此同時(shí),，一群紐約州參議員致函州審計(jì)長(zhǎng)，呼吁州養(yǎng)老基金拋售其持有的特斯拉股份,。
艾夫斯在接受《財(cái)富》雜志采訪時(shí)表示：“成為政治人物無(wú)疑是一條充滿風(fēng)險(xiǎn)的道路,。”
馬斯克長(zhǎng)期兼職管理多家公司,，包括SpaceX,、社交網(wǎng)絡(luò)X（前身為推特）以及X.AI，這讓投資者深感不滿,，而他涉足黨派政治的行為更是加劇了這些擔(dān)憂,，并損害了這位億萬(wàn)富翁的品牌形象。艾夫斯表示,，馬斯克在社交媒體上以及面對(duì)投資者時(shí),，一直未能“審時(shí)度勢(shì)”。因此,，他罕見(jiàn)地發(fā)布了一份聲明,，類似于他在2022年馬斯克收購(gòu)?fù)铺貢r(shí)發(fā)布的那些聲明，意在引起馬斯克的注意,。
艾夫斯說(shuō)：“作為多年來(lái)一直關(guān)注特斯拉的人,，是時(shí)候把特斯拉股東的心聲傳遞給馬斯克以及董事會(huì)了：務(wù)必合理分配時(shí)間，展現(xiàn)出身為特斯拉首席執(zhí)行官應(yīng)有的擔(dān)當(dāng),?！彼€補(bǔ)充道：“當(dāng)下絕非在政府效率部這個(gè)所謂的‘試驗(yàn)田’里胡亂作為的時(shí)刻，他必須挺身而出?！?
艾夫斯尤其擔(dān)憂品牌形象受損的問(wèn)題,，他指出，盡管目前情況尚屬“可控”,，但存在進(jìn)一步惡化的風(fēng)險(xiǎn),。
周二常規(guī)交易時(shí)段結(jié)束時(shí)，特斯拉股價(jià)報(bào)230.58美元,，上漲3.8%,，但遠(yuǎn)低于其52周高點(diǎn)488.54美元。
艾夫斯維持對(duì)該股的“跑贏大盤”評(píng)級(jí),，并預(yù)測(cè)特斯拉股價(jià)將在12個(gè)月內(nèi)達(dá)到550美元,，是當(dāng)前股價(jià)的兩倍多。但這一切或?qū)⑷Q于馬斯克是繼續(xù)將全部時(shí)間投入到白宮和海湖莊園,，還是再次回歸特斯拉的工廠和制造設(shè)施,。
艾夫斯說(shuō)：“投資者已忍無(wú)可忍。他們投資特斯拉是沖著馬斯克而來(lái),，而非他掌管的政府效率部,。”（財(cái)富中文網(wǎng)）
譯者：中慧言-王芳
One of Elon Musk’s biggest cheerleaders is losing patience in the billionaire entrepreneur and says it’s time for some “tough love.”
On Tuesday, Wedbush tech analyst Dan Ives—one of Tesla’s longest-running and most vociferous bulls—deviated from his typically optimistic analysis and penned an unusually dire note to Tesla investors. While he still maintained his “outperform” rating on the stock, Ives warned that investor patience is “wearing very thin” amid Musk’s adventure in politics and the resulting backlash it has caused to the brand.
Musk is “showing no attention to Tesla during this turbulent time” when protesters are vandalizing Tesla dealerships and showrooms or customers are selling off their vehicles, Ives wrote. A “moment of truth” is ahead for Musk and Tesla, and how Musk handles the next few months will be “critical,” Ives said.
It was a dramatic change in tone from even just one day earlier—when Ives wrote that Tesla’s brutal 15% selloff on Monday would precede “the start of the biggest innovation and technology cycle in Tesla’s history.”
But in the 24 hours since Tesla’s stock collapsed Monday, Musk has done little to reassure investors in the electric carmaker. He went on Fox News and said he planned to stick with the Trump Administration for another year and he admitted he was running all his businesses “with great difficulty.” Musk appeared alongside Trump on the White House lawn Tuesday for a photo opp in front of a Tesla Model S the President said he would purchase. Around the same time, a group of New York state Senators wrote a letter to the comptroller calling for the state pension fund to divest its holdings in Tesla.
“Becoming a political object is a dangerous path,” Ives tells Fortune in an interview.
While Musk’s commitments to running multiple companies part-time, including SpaceX, the X social network (formerly Twitter), and X.AI, have long frustrated investors, his foray into partisan politics has exacerbated those concerns and taken a toll on the billionaire’s brand. Ives said Musk has not been “reading the room” on social media—and with his investors. So he sent out a rare note, akin to some of the ones he issued when Musk was acquiring Twitter in 2022, in hopes that it would get Musk’s attention.
“As someone who’s covered Tesla for many, many years, it was time to communicate to Musk and the board what Tesla shareholders are telling us: Balance your time. Show that you are Tesla CEO,” Ives says, adding: “This is not the time to just play in the DOGE sandbox. He needs to step up.”
Particularly of concern to Ives is the brand deterioration, which he says has thus far been “contained” but could become more pervasive.
Tesla closed Tuesday’s regular trading session at $230.58, up 3.8%, but well below its 52-week high of $488.54.
Ives has maintained his “outperform” rating of the stock, and is forecasting that Tesla shares will be worth $550—more than double their current price—in 12 months time. But all of that may hinge on whether Musk continues to spend all of his time in the White House and Mar-a-Lago—or whether he again re-emerges in Tesla’s factories and manufacturing facilities.
“Investors have had enough,” Ives said. “They own Tesla because of Musk, not because he runs DOGE.”
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