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cover of episode Wall Street Roundup: A tale of two Teslas

Wall Street Roundup: A tale of two Teslas

2025/6/6
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Wall Street Breakfast
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Brian Stewart
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Brian Stewart: 我认为马斯克公开反对包含电动汽车条款的预算案，这与他之前的狗狗币目标相悖。特斯拉的股票走势与CEO的政治命运紧密相关，目前正处于一个有趣的转折点。此前市场认为马斯克回归特斯拉对股票是利好，但他与特朗普的公开冲突使品牌形象面临挑战。特斯拉可能失去特朗普支持者的溢价，或回归正常公司，但也有可能失去更多粉丝。投资者应将特斯拉视为汽车公司和科技公司两部分，分别评估其前景。作为汽车公司，其业务面临不确定性，品牌受损，且失去电动汽车税收支持；作为科技公司，包括自动驾驶、机器人等项目，若看好这些长期愿景，则不必过于关注短期因素。投资者应根据自身对特斯拉长期愿景的看法，决定是投资汽车公司还是科技公司。我认为马斯克可能认为与政府的联系弊大于利，因此采取行动与特朗普划清界限。很难确定马斯克行为背后的真正动机，这取决于观察者的角度。

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Chapters
The episode begins by discussing the unexpected public feud between Elon Musk and Donald Trump, analyzing its potential impact on Tesla's stock price and brand image. The discussion explores the strategic implications of this conflict and the possibility of two distinct Teslas: the car company and the broader technology firm.
  • Elon Musk publicly opposed a budget bill impacting electric vehicle tax incentives.
  • The conflict raises questions about the 'Trump premium' previously associated with Tesla.
  • Analysts discuss the potential for long-term versus short-term impacts on Tesla's stock.

Shownotes Transcript

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings) and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).Episode transcripts: seekingalpha.com/wsb)Show links: Musk And Trump Fight Goes Off The Rails)Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).