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  来源:金十数据

  韦德布什证券分析师DanIves近日警告称,马斯克必须退出其在美国政府效率部(DOGE)的争议性职务,全身心回归特斯拉CEO的岗位。他强调,随着特斯拉即将于周二公布一季度财报,这家公司正面临“红色警报”时刻。

  “马斯克需要离开政府,大幅减少在政府效率部的工作,并重新全职担任特斯拉CEO。”Ives在上周日致客户的报告中写道,“特斯拉与马斯克本为一体……任何认为马斯克未对品牌造成实质伤害的人,都应该去和美国、欧洲、亚洲的购车者聊聊。这些对话会改变你的看法。”

  两周前,Ives将特斯拉股票目标价大幅下调43%,理由是马斯克与特朗普政府关税政策引发品牌危机。他最担忧的是,特斯拉可能因特朗普关税政策的反噬而遭受重创,而去年特斯拉超五分之一收入来自中国市场。与此同时,作为特朗普削减联邦政府规模的核心代言人,马斯克已激怒特斯拉的关键客户群体。

  “特斯拉不幸成为特朗普政府与政府效率部的全球政治符号。”Ives指出,并列举三大问题:特斯拉股价自特朗普就职以来暴跌、一季度交付数据惨淡、针对特斯拉的抗议持续不断。他预计,马斯克在政府效率部的行为可能导致特斯拉未来买家需求“永久性下降15%-20%”。

  特斯拉股价自1月17日以来已下跌43%。其定于周二公布的财报将面临多重质询:2025年销量目标、自动驾驶技术进展、自动驾驶出租车网络计划(Robotaxi),以及关税对盈利能力的影响。而压倒一切的焦点仍是马斯克在白宫的角色。

  作为全球首富,马斯克目前以“特殊政府雇员”身份任职,这一职位要求临时联邦雇员每年工作不超过130天。据知情人士透露,马斯克预计将在任期结束后退出政府工作。

  尽管Ives仍维持对特斯拉的“跑赢大盘”评级,并称其为“未来几年全球最具颠覆性的科技公司之一”,但他强调,特斯拉需要“最重要资产”——马斯克的全身心回归。Ives总结道:

  “这是特斯拉的转折点:若马斯克离开白宫,品牌损伤将不可逆,但公司将迎回最关键的CEO与战略家;若他选择留在特朗普政府,特斯拉的未来和品牌将进一步恶化。”

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