特朗普與馬斯克激烈罵戰后，特斯拉股價暴跌
AMANDA GERUT
2025-06-06
2025年5月30日，美國華盛頓特區，美國總統唐納德·特朗普（右）和特斯拉首席執行官埃隆·馬斯克在白宮橢圓辦公室舉行的新聞發布會上。圖片來源：FRANCIS CHUNG/POLITICO/BLOOMBERG VIA GETTY IMAGES
當地時間周四，多條重大突發事件導致市場波動最終收跌。道指跌0.25%，標普500指數跌0.53%。科技股為主的納斯達克指數下跌了0.83%。
不過，最大推動因素是兩位億萬富翁，美國總統特朗普和前心腹埃隆·馬斯克之間日益公開的矛盾。投資者擔心特斯拉首席執行官馬斯克與總統之間的不和會進一步打擊公司，今天特斯拉股價下跌超過14%。
“特斯拉股東最不想看到這種局面，”長期看好特斯拉的分析師丹·艾夫斯接受美國消費者新聞與商業頻道（CNBC）采訪時說。“準備好爆米花（看戲）吧。”
艾夫斯表示，特朗普和馬斯克的爭斗讓人們質疑，未來特斯拉在自動駕駛汽車方面還能否與監管機構保持友好關系。“現在特朗普是不是不打算跟馬斯克好好相處了？”他補充說。
艾夫斯說，本月特斯拉將在得克薩斯州奧斯汀推出Cybercab無人出租車服務，馬斯克抨擊特朗普的時機也令人費解。艾夫斯說，投資者會密切關注兩人的“恩怨”走向。不過他指出“朋友之間也會有爭執”。
追溯兩人裂痕起源，應該是馬斯克擔任政府效率部（DOGE）負責人期間對特朗普“大而美”法案（big beautiful bill）的減稅和支出方案提出異議時。最初馬斯克公開評論該法案時態度謹慎，僅委婉表示擔心法案可能影響政府效率部削減聯邦開支的計劃。不過相關批評公開后，他立即宣布退出政府效率部。
上周五，特朗普和馬斯克還在橢圓辦公室上演告別秀，氛圍相當團結。特朗普送給馬斯克一把金鑰匙，兩人互致溢美之詞。
不到一周后，雙方關系就明顯惡化。
“（馬斯克）還沒對我人身攻擊，但我估計快了，”特朗普對記者說，“我對埃隆非常失望。我幫了他很多忙。”
另一方面，馬斯克直接抨擊“大而美”法案，稱其“令人作嘔”。他在X上發帖稱：“人類文明史上從來沒有龐大又美好的法案，”馬斯克寫到。“法案要么又大又丑，要么就是小而美。”
特朗普在真相社交（Truth Social）上發帖稱：“埃隆‘讓人生厭’，我讓他離職，還取消了強迫人們買沒人想要的電車的強制令（幾個月前他就知道我要這么做！），然后他就瘋了！”
“這么明顯的謊言。太可悲了，”周四下午馬斯克發帖回應道。
口頭爭斗不斷升級，當天晚上馬斯克在X聲稱特朗普“出現在愛潑斯坦檔案中”。
“這才是文件沒被公開的真正原因，”馬斯克寫道，“祝你愉快，特朗普！”
白宮未立即回應置評請求。
與此同時，當天早些時候特朗普在真相社交平臺上寫道，他與中國國家主席習近平就貿易協議展開了卓有成效的通話，持續了大約一個半小時。特朗普在社交媒體上寫道，通話“為兩國帶來了非常積極的結果”。他說，通話幾乎完全聚焦于“貿易”。
目前仍不清楚兩國之間的貿易談判如何推進，該消息一度推動股市攀升，不過市場消化之后還是轉跌。
投資者啟示
諸多大新聞導致股市全天震蕩，不過很多投資者正屏蔽噪音，在波動中尋找機會。
投資組合經理兼First Eagle Investments全球價值團隊聯席主管金博爾·布魯克告訴《財富》，日常事件不影響對企業內在價值的評估。布魯克說，如果非要說有影響，那么波動可能適合已定好目標價格的投資者。
“如果情況太瘋狂，人們太擔心，波動隨之加大，只要明確想買什么，愿意支付什么價格，市場震蕩反而可能變成機會，”布魯克說。
舉例來說，幾個小時的新聞并不會影響谷歌未來的業績。
“我們有一份想買入的公司名單，也確定了愿意為之支付的價格，”他說，“如果市場和波動性增加，那么其他條件相同的情況下，股價進入目標范圍的可能性就會更高。”
同樣，ValueWorks對沖基金創始人查爾斯·萊蒙尼德告訴《財富》，盡管市場長期橫盤，企業基本面仍然穩健。
周四Dollar General股價上漲了1.9%，Dollar Tree上漲了9%。Five Belo股價上漲了5.6%。
“這些數字說明，人們仍在購物，世界仍在照常轉，”萊蒙尼德斯說，“關稅、政治、名人八卦和股票市場都有很多噪音，但現實世界中其實很穩定。”
他建議，如果投資者認為某家公司“很棒”，三五年后想買入公司股票，就應該果斷出手。他指出，高通和美光等股票當前價格就頗具吸引力。
萊蒙尼德斯說，昨天其基金買入了房地產投資信托公司Hudson Pacific Properties。該公司在西海岸持有辦公樓，股價曾低于1美元，現在回升到2美元左右。
布魯克指出，盡管股價波動，公司實際狀況并不會受太大影響。
“只要愿意耐心等待，波動確實會成為朋友，”布魯克說，“波動讓人不安。我知道很多人都不喜歡波動，尤其是下跌時。但實際上可能有幫助，因為可能出現按理想價格買入股票的機會。”（財富中文網）
譯者：夏林
當地時間周四，多條重大突發事件導致市場波動最終收跌。道指跌0.25%，標普500指數跌0.53%。科技股為主的納斯達克指數下跌了0.83%。
不過，最大推動因素是兩位億萬富翁，美國總統特朗普和前心腹埃隆·馬斯克之間日益公開的矛盾。投資者擔心特斯拉首席執行官馬斯克與總統之間的不和會進一步打擊公司，今天特斯拉股價下跌超過14%。
“特斯拉股東最不想看到這種局面，”長期看好特斯拉的分析師丹·艾夫斯接受美國消費者新聞與商業頻道（CNBC）采訪時說。“準備好爆米花（看戲）吧。”
艾夫斯表示，特朗普和馬斯克的爭斗讓人們質疑，未來特斯拉在自動駕駛汽車方面還能否與監管機構保持友好關系。“現在特朗普是不是不打算跟馬斯克好好相處了？”他補充說。
艾夫斯說，本月特斯拉將在得克薩斯州奧斯汀推出Cybercab無人出租車服務，馬斯克抨擊特朗普的時機也令人費解。艾夫斯說，投資者會密切關注兩人的“恩怨”走向。不過他指出“朋友之間也會有爭執”。
追溯兩人裂痕起源，應該是馬斯克擔任政府效率部（DOGE）負責人期間對特朗普“大而美”法案（big beautiful bill）的減稅和支出方案提出異議時。最初馬斯克公開評論該法案時態度謹慎，僅委婉表示擔心法案可能影響政府效率部削減聯邦開支的計劃。不過相關批評公開后，他立即宣布退出政府效率部。
上周五，特朗普和馬斯克還在橢圓辦公室上演告別秀，氛圍相當團結。特朗普送給馬斯克一把金鑰匙，兩人互致溢美之詞。
不到一周后，雙方關系就明顯惡化。
“（馬斯克）還沒對我人身攻擊，但我估計快了，”特朗普對記者說，“我對埃隆非常失望。我幫了他很多忙。”
另一方面，馬斯克直接抨擊“大而美”法案，稱其“令人作嘔”。他在X上發帖稱：“人類文明史上從來沒有龐大又美好的法案，”馬斯克寫到。“法案要么又大又丑，要么就是小而美。”
特朗普在真相社交（Truth Social）上發帖稱：“埃隆‘讓人生厭’，我讓他離職，還取消了強迫人們買沒人想要的電車的強制令（幾個月前他就知道我要這么做！），然后他就瘋了！”
“這么明顯的謊言。太可悲了，”周四下午馬斯克發帖回應道。
口頭爭斗不斷升級，當天晚上馬斯克在X聲稱特朗普“出現在愛潑斯坦檔案中”。
“這才是文件沒被公開的真正原因，”馬斯克寫道，“祝你愉快，特朗普！”
白宮未立即回應置評請求。
與此同時，當天早些時候特朗普在真相社交平臺上寫道，他與中國國家主席習近平就貿易協議展開了卓有成效的通話，持續了大約一個半小時。特朗普在社交媒體上寫道，通話“為兩國帶來了非常積極的結果”。他說，通話幾乎完全聚焦于“貿易”。
目前仍不清楚兩國之間的貿易談判如何推進，該消息一度推動股市攀升，不過市場消化之后還是轉跌。
投資者啟示
諸多大新聞導致股市全天震蕩，不過很多投資者正屏蔽噪音，在波動中尋找機會。
投資組合經理兼First Eagle Investments全球價值團隊聯席主管金博爾·布魯克告訴《財富》，日常事件不影響對企業內在價值的評估。布魯克說，如果非要說有影響，那么波動可能適合已定好目標價格的投資者。
“如果情況太瘋狂，人們太擔心，波動隨之加大，只要明確想買什么，愿意支付什么價格，市場震蕩反而可能變成機會，”布魯克說。
舉例來說，幾個小時的新聞并不會影響谷歌未來的業績。
“我們有一份想買入的公司名單，也確定了愿意為之支付的價格，”他說，“如果市場和波動性增加，那么其他條件相同的情況下，股價進入目標范圍的可能性就會更高。”
同樣，ValueWorks對沖基金創始人查爾斯·萊蒙尼德告訴《財富》，盡管市場長期橫盤，企業基本面仍然穩健。
周四Dollar General股價上漲了1.9%，Dollar Tree上漲了9%。Five Belo股價上漲了5.6%。
“這些數字說明，人們仍在購物，世界仍在照常轉，”萊蒙尼德斯說，“關稅、政治、名人八卦和股票市場都有很多噪音，但現實世界中其實很穩定。”
他建議，如果投資者認為某家公司“很棒”，三五年后想買入公司股票，就應該果斷出手。他指出，高通和美光等股票當前價格就頗具吸引力。
萊蒙尼德斯說，昨天其基金買入了房地產投資信托公司Hudson Pacific Properties。該公司在西海岸持有辦公樓，股價曾低于1美元，現在回升到2美元左右。
布魯克指出，盡管股價波動，公司實際狀況并不會受太大影響。
“只要愿意耐心等待，波動確實會成為朋友，”布魯克說，“波動讓人不安。我知道很多人都不喜歡波動，尤其是下跌時。但實際上可能有幫助，因為可能出現按理想價格買入股票的機會。”（財富中文網）
譯者：夏林
An action-packed Thursday drove markets down as multiple glugs of headlines prompted stock market moves. The Dow closed down 0.25%, while the S&P 500 closed down 0.53%. The tech-driven Nasdaq dropped 0.83%.
However, the major driver was a growing public feud between two billionaire titans: President Donald Trump and his former consigliere Elon Musk. Shares of Tesla, where Musk is the CEO, fell more than 14% today, as investors feared the fallout between the president and electric vehicle manufacturer could further dent Tesla’s fortunes.
“It’s not what you want to see as as a Tesla shareholder,” said Tesla mega-bull Dan Ives, speaking on CNBC, adding that he didn’t think the feud was wrapping up just yet. “Get the popcorn out.”
The battle between Trump and Musk that played out over social media has raised questions about the future of Tesla being simpatico with regulators when it comes to autonomous vehicles, said Ives. “Does Trump now not want to play nice in the sandbox with Musk,” he added.
Musk’s timing in going off on Trump is also a head-scratcher, said Ives, given Tesla is launching its Cybercab robotaxi service in Austin, Texas this month. Investors will wonder whether the “beef” between the two will increase or taper off, Ives said. But, he noted: “Friends fight.”
Early cracks began to show between the two former buddies when Department of Government Efficiency (DOGE) czar Musk appeared to be divided over the tax cuts and spending package referred to as Trump’s “big beautiful bill.” Early on, Musk was deferential in his public comments on the bill, even as he said he feared it might undercut DOGE’s attempts to slash federal spending. However, after his light criticism was public, he announced that he would get out of DOGE.
Then last Friday, Trump and Musk put on a show of unity with a farewell press briefing in the Oval Office where Trump presented Musk with a golden key and both men showered praise on each other.
Less than a week later, the rift was stark.
“[Musk] hasn’t said bad about me personally but I’m sure that will be next,” Trump told reporters. “I’m very disappointed in Elon; I’ve helped Elon a lot.”
Meanwhile, Musk did not mince words about the bill, calling it a “disgusting abomination.” He posted on X: “In the entire history of civilization, there has never been legislation that [was] both big and beautiful,” wrote Musk. “Either you get a big and ugly bill or a slim and beautiful bill.”
Trump posted on Truth Social that “Elon was ‘wearing thin,’ I asked him to leave, I took away his EV Mandate that forced everyone to buy Electric Cars that nobody else wanted (that he knew for months I was going to do!), and he just went CRAZY!”
“Such an obvious lie. So sad,” posted Musk in response on Thursday afternoon.
The battle escalated until later in the day when Musk alleged on X that Trump was “in the Epstein files.”
“That is the real reason they have not been made public,” wrote Musk. “Have a nice day, DJT!”
The White House did not immediately respond to a request for comment.
Meanwhile, earlier in the day Trump wrote on Truth Social that he had a productive call with President Xi Jinping of China on a trade deal for about 90 minutes. The outcome was a “very positive conclusion for both Countries,” the president wrote on social media. He said the conversation was focused almost entirely on “TRADE.”
While it remains unclear how trade talks between the two nations will progress, the announcement led to an initial climb that ultimately cooled down before turning negative.
Investor Takeaways
While headlines drive stock markets to move up and down throughout the day, many investors are blocking out the noise and looking for opportunities in the volatility.
Kimball Brooker, portfolio manager and co-head of First Eagle Investments global value team, told Fortune that day-to-day issues aren’t impacting their assessment of the value of the businesses they’re invested in. If anything, the volatility can be beneficial for investors who have predetermined target prices, said Brooker.
“If things get crazy enough and people are worried enough that volatility goes up, that can be a very helpful thing as long as you know what you want to buy and what you want to pay for it,” Brooker said.
A few hours of news isn’t going to have a huge impact on Google’s future performance, for instance.
“We’ve got a list of companies we want to buy and we have identified what we’re willing to pay for the companies on that list,” he said. “If you think about the market and volatility increasing, there’s just a higher chance—everything else being equal— that it’s going to come into our range.”
Similarly, ValueWorks hedge fund founder Charles Lemonides told Fortune that even though markets have been largely flat for an extended period, businesses are still performing well.
Dollar General stock was up 1.9% on Thursday, while Dollar Tree was up 9%. Five Below stock is up 5.6%.
“Those numbers are telling you people are still shopping and the world is still going around,” said Lemonides. “There is a lot of noise on the tariffs and in politics and personalities and the equity markets—but in the real world, things are pretty status quo.”
He suggested that if investors think a company is “awesome” and they want to own it in three or five years from now, they should go ahead and move forward. He noted that stocks like Qualcomm and Micron are relatively inexpensive right now.
His fund purchased Hudson Pacific Properties yesterday, said Lemonides. The real estate investment trust owns office buildings on the West Coast and the stock was previously under a dollar per share. Now, it’s trading around $2.
Ultimately, while stock prices move around, the actual health of companies isn’t impacted all that much, noted Brooker.
“If you’re willing to wait, volatility really does become your friend,” Brooker said. “It’s unpleasant. I realize many people don’t like things moving around, especially when they’re going down. But it actually can be a very helpful aspect because it does give you a chance to buy securities at prices you might like.”
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