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cover of episode Tesla's results were not electrifying, to say the least

Tesla's results were not electrifying, to say the least

2025/4/23
logo of podcast Marketplace Morning Report

Marketplace Morning Report
AI Deep Dive AI Chapters Transcript
People
C
Charlie Dougherty
D
David Brancaccio
D
Donnie Wills
H
Henry Epp
N
Nova Safo
R
Robert Dietz
S
Savannah Peters
Topics
David Brancaccio: 特斯拉第一季度业绩不佳，马斯克将减少在政府部门的工作时间，专注于特斯拉。特斯拉股价在盘前交易中上涨6.5%。 Nova Safo: 特斯拉第一季度业绩非常糟糕，汽车销量下降20%，利润下降70%。这与马斯克在特朗普政府的削减成本工作引发的强烈反弹和抗议有关。马斯克承诺下个月开始，他每周只花一两天时间在特朗普政府工作，更多时间将投入到特斯拉。马斯克表示关税决定完全取决于美国总统，他会向总统提出建议，但最终决定权在总统手中。他赞同降低关税的观点，这与底特律汽车行业协会的立场一致。 Savannah Peters: 企业难以预测未来，因为关税等政策变化频繁，消费者信心也受到影响。公司业绩预期与实际情况不符时，股价通常会迅速下跌。目前企业难以预测未来，尤其是在消费品行业，因为消费者支出存在不确定性。消费品公司难以预测消费者在物价上涨的情况下是否会继续保持高消费。 Henry Epp: 新建房屋数量增加，但新房建设面临逆风。三月份新建单户住宅开工数量下降14%，这与往年同期相比非常反常。房主担心401K等资产缩水，因此减少在房屋装修和新建房屋上的支出。潜在购房者担心建材价格上涨。建筑商报告称建筑材料价格上涨，导致每套单户住宅的建筑成本增加约1.1万美元。建筑商报告称潜在买家询盘减少，这反映出消费者采取了观望态度。在某些市场，需求可能低于供应，这可能导致建筑商降价。对于能够负担得起的购房者来说，这是一个潜在的购房良机，但这不利于刺激更多新房建设。由于新房建设放缓，房屋改造项目增加，以维持公司运营。 Donnie Wills: 房主担心401K等资产缩水，因此减少在房屋装修和新建房屋上的支出。潜在购房者担心建材价格上涨。由于新房建设放缓，房屋改造项目增加，以维持公司运营。 Robert Dietz: 建筑商报告称建筑材料价格上涨，导致每套单户住宅的建筑成本增加约1.1万美元。建筑商报告称潜在买家询盘减少，这反映出消费者采取了观望态度。 Charlie Dougherty: 在某些市场，需求可能低于供应，这可能导致建筑商降价。对于能够负担得起的购房者来说，这是一个潜在的购房良机，但这不利于刺激更多新房建设。

Deep Dive

Chapters
Tesla's first-quarter results were significantly below expectations, with auto sales down 20% and profits down 70%. This was attributed partly to blowback from Elon Musk's cost-cutting measures and his involvement with the Trump administration. Musk's plans to reduce his time commitment to the administration and focus more on Tesla were also discussed.
  • Tesla's Q1 auto sales down 20%
  • Tesla's Q1 profits down 70%
  • Elon Musk to reduce Trump administration involvement
  • Musk's views on tariffs align with Detroit auto industry

Shownotes Transcript

There's no way of sugar-coating it: The numbers from Tesla’s first quarter results were quite bad. That's unsurprising considering the blowback and protests at Tesla dealerships resulting from Elon Musk’s cost-cutting work with DOGE within the Trump administration. Auto sales were down 20%, and profits were down a whopping 70%. Plus, consumer-oriented brands struggle to predict their outlooks amid consumer jitters, and new home construction faces headwinds.