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  特斯拉首席执行官马斯克表示,他下月起将大幅缩减在政府效率部(DOGE)的工作时间,将更多精力投入到特斯拉的经营上。这缓解了投资者对于他分心政府事务的担忧。

  马斯克周二表示,自下月起,他将把更多的时间投入特斯拉,并表示他在DOGE的工作已经大体完成。特斯拉股价在盘后交易中应声大涨约5%。

  随着特斯拉销售大幅下降、并且特朗普的关税措施推动成本上升,投资者和分析师们日益敦促马斯克将精力重新聚焦到公司经营。过去几个月,马斯克参与政府事务引发消费者的强烈反感。

  特斯拉公布第一季度调整后每股收益27美分,低于分析师的平均预估,该公司还放弃了早先对2025年销售将恢复增长的预测。

  华尔街对马斯克的政治活动感到不满,认为这些活动疏远了核心客户,严重损害了特斯拉的品牌形象。今年以来,由于特斯拉股价下跌,马斯克的个人财富缩水超过1300亿美元。

  DeepwaterAssetManagement管理合伙人GeneMunster表示,马斯克显而易见应该结束在DOGE的工作,“这是修复品牌形象的关键一步”。

  不过,马斯克表示,他不会辞去政府效率部的工作,在特朗普的任期内仍会一定程度参与政府工作。他即将达到作为政府特别雇员一年130天的工作时间上限。

  特斯拉表示,目前正在“进行审慎的投资”,为汽车业务的未来增长打下基础。未来表现将取决于包括产量增长和“更广泛的宏观经济环境”等因素。

  马斯克在电话会议上强调,他一直在推动降低关税,关税决定“完全取决于总统本人”。特朗普政府的关税措施已经引发了通胀上升的忧虑。

  关税措施也加剧了特斯拉所面临的挑战,并可能扰乱全球汽车供应链,推高行业成本。尽管由于特斯拉在加州和德州拥有大型工厂,该公司预计比多数汽车制造商受到的影响要小,但其车辆仍含有部分非美国产零部件,公司也已就潜在影响发出预警。

  马斯克在电话会议中表示,特斯拉正在推进供应链本地化,以缓解物流压力、降低成本上升风险。

  马斯克正将特斯拉的未来日益押注于自动驾驶(如无人出租车)和机器人业务(包括人形机器人Optimus)。

  特斯拉表示,随着持续推动制造和运营降本创新,预计在硬件相关盈利的基础上,来自人工智能、软件和车队运营的盈利将加速增长。

  特斯拉还表示,包括更经济的车型在内的新款汽车仍计划在今年上半年投入生产。公司在为更新版ModelY更换生产线期间,已经利用停工期为新车型投产做好了准备。

  马斯克称,计划6月在奥斯汀启动的无人出租车服务初期将投放10至20辆汽车,随后逐步扩大规模。

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