Ein paar Monate später hat Musk, anstatt eine Trump -Dividende zu erregen, ein Trump -Risiko als Hauptgeschäft Tesla, die Wärme der Politik und Haltung der Trump -Regierung spürt.
Vergeltungsetarifhitze erschreckt Tesla
Tesla hat gewarnt, dass es und andere große amerikanische Exporteure Vergeltungszölle ausgesetzt sind, die als Reaktion auf Trumps aggressiven Gebrauch von Zöllen geebnet werden könnten. Die Tesla -Kommentare spiegeln die von vielen US -Unternehmen wider, die von Trumps Zöllen betroffen sind, sind jedoch bemerkenswert, da sie von Tesla stammt. Die Kommentare wurden in einem Brief an das Büro des US -Handelsvertreters und auf der Website des Amtes vom Dienstag verfügbar, berichteten Reuters. Es ist von Hunderten, die Unternehmen an das Büro über die US -Handelspolitik gesendet haben. Es ist nicht klar, wer bei Tesla den Brief geschrieben hat, der nicht signiert ist, sich aber auf einem Firmenbriefkopf befindet. Tesla antwortete nicht sofort auf die Anfrage eines Reuters nach einem Kommentar. Tesla sagt, es sei wichtig sicherzustellen, dass die Bemühungen der Trump -Verwaltung, Handelsprobleme zu lösen, „US -Unternehmen nicht versehentlich schaden“.
Es heißt, es sei bestrebt, eine Vergeltung des Typs zu vermeiden, mit dem sie in früheren Handelsstreitigkeiten konfrontiert sind, was zu erhöhten Zöllen für Elektrofahrzeuge führte, die in Länder importiert wurden, die US -Zöllen unterliegen. Trump erwägt, Anfang April weltweit erhebliche Zölle auf die weltweite Fahrzeuge und Teile aufzuerlegen.
Tesla warnt davor, dass „bestimmte Teile und Komponenten in den USA schwierig oder unmöglich sind, selbst bei aggressiver Lokalisierung der Lieferkette.“ Maker sagt.
Kann Tesla den Trump -Sturm überleben?
Tesla sieht sich den Konsequenzen des harten Sups seines CEO aus[port for Trump and his radical role in Trump administration to cut waste and lay off staff. Tesla CEO Elon Musk appeared on the verge of tears during a recent Fox Business interview, visibly distressed as he discussed the mounting challenges facing his companies. Speaking with Larry Kudlow, Musk admitted that managing multiple businesses had become „extremely difficult“, as Tesla’s stock plunged 15.4%, marking its biggest drop since September 2020. Meanwhile, X (formerly Twitter) continued to struggle with technical and operational setbacks. The global slowdown in electric vehicle (EV) demand has further intensified Tesla’s troubles.
A wave of protests against Tesla, some peaceful and others involving acts of vandalism and arson, recently erupted across the US and beyond. Tesla showrooms, charging stations, and vehicles were targeted in multiple locations. On March 9, four Tesla Cybertrucks were damaged during a fire at a Seattle facility.
Beyond U.S. borders, 12 Tesla cars were torched in Toulouse, France, on March 2, and a Berlin-area Tesla factory was set on fire on March 5, with a far-left group claiming responsibility. Meanwhile, a grassroots initiative called „Tesla Takedown“, spearheaded by actor Alex Winter, has organized peaceful protests encouraging people to abandon Tesla products and stock. Musk has indicated without evidence that billionaires like George Soros and Reid Hoffman are behind the protests.
A recent Morgan Stanley investor survey has sent shockwaves through the market. A staggering 85% of respondents believe Elon Musk’s political activities are damaging Tesla’s business fundamentals. This sentiment, captured in a survey conducted on March 11, 2025, among 245 investors, reflects growing unease about the company’s future .
One of the biggest concerns highlighted in the survey is the decline in Tesla’s vehicle deliveries. The numbers tell a troubling story: 59% of respondents foresee a year-over-year drop in Tesla’s 2025 deliveries; and a mere 19% anticipate any growth; 21% predict a double-digit decline of over 10% y/y. This is a stark contrast to the optimism seen in January 2025, when investor sentiment was far more bullish. Now, concerns over slowing demand, market saturation, and internal challenges dominate the conversation.
Wedbush technology analyst Dan Ives, who has been Tesla’s biggest cheerleader for years, has now sounded the alarm over CEO Musk’s increasing forays into politics and other business interests appear to be hurting the company, according to a report.
In a letter to Tesla shareholders, Ives, who has had an „outperform“ rating on the stock for years, cautioned that investors‘ patience is „wearing very thin,“ Fortune reported. His warning comes as Musk’s focus seems split, with his attention more on the Trump administration’s DOGE, while Tesla struggles with protests, vandalized stores, and customers selling their cars, according to Fortune. Ives, normally bullish on Tesla’s prospects, drew a darker picture in his most recent analysis. He highlighted that Musk has not been as visible at Tesla’s core operations in a difficult period for the company. Ives said, „A moment of truth is ahead for Musk and Tesla, and how Musk handles the next few months will be critical,” as quoted by Fortune.
Tesla shareholders want Musk to balance his time and show that he is Tesla’s CEO, Fortune reported. Ives also mentioned that, “This is not the time to just play in the DOGE sandbox. He needs to step up,” as quoted in the report.
Tesla investors cheered as Trump came to the defense of Musk’s carmaker by buying a Tesla car and showcasing five Teslas lined up in the White House driveway. The Tesla stock ended up closing up nearly 4% after one of the worst single day sell-offs in Tesla’s history a day earlier.
But experts warn the unusual presidential backing of a private company could backfire. “Tesla is becoming a political symbol of Trump and DOGE, and that is a bad thing for the brand,” Ives told AP. “You think it’s helping, but it’s actually hurting.”
Tesla shares have plummeted 45% in 2025 and on Monday tumbled more than 15% to $222.15, the lowest since late October, reflecting newfound pessimism as sales crater around the globe.
(With inputs from agencies)
