Trump Plans To Erase EV Tax Credit: Tesla Analyst Says It's 'Net Bullish,' Calls Sell-Off 'Wrong Knee-Jerk Reaction'
Trump Plans To Erase EV Tax Credit: Tesla Analyst Says It's 'Net Bullish,' Calls Sell-Off 'Wrong Knee-Jerk Reaction'
Tesla Inc (NASDAQ:TSLA) shares are moving lower Thursday following reports that president-elect Donald Trump plans to get rid of consumer tax credits for EVs. Wedbush analyst Dan Ives believes the cuts are actually net positive for Tesla.
特斯拉公司（納斯達克：TSLA）股票週四下跌，因有報道稱總統當選人特朗普計劃取消電動車的消費稅抵免。Wedbush分析師丹·艾夫斯認爲，削減措施對特斯拉實際上是淨積極的。
What To Know: Trump's team is planning to squash the $7,500 EV tax credit on vehicle purchases as part of a broader tax-reform plan, according to a Reuters report citing two sources with direct knowledge of the plans.
需要了解的事項：特朗普團隊計劃在一項更廣泛的稅收改革計劃中取消7500美元的電動車購車稅抵免，路透社報道稱根據兩位直接了解計劃的消息人士的消息。
Getting rid of the EV tax credit could significantly impact the United States' EV transition efforts, but Tesla CEO Elon Musk, who has been one of Trump's biggest supporters, reportedly told Trump's team that he supports putting an end to the EV tax credit.
取消電動車稅抵免可能會顯著影響美國的電動車轉型努力，但特斯拉首席執行官埃隆·馬斯克，據說是特朗普最大的支持者之一，向特朗普團隊表示他支持結束電動車稅抵免。
Why It Matters: Ives, a longtime Tesla bull, explained in a new note to clients on Thursday that the news is not a surprise "in any way," as Wedbush fully expected Trump to tear down the tax credits upon returning to the White House.
爲什麼這很重要：艾夫斯作爲長期看好的特斯拉支持者，在週四給客戶的新提示中解釋說，這則資訊在任何方面都不令人驚訝，因爲Wedbush完全預料到特朗普在回到白宮後會撤銷稅收抵免。
"While this is a clear negative for the EV industry at first look and would particularly hurt GM, Ford, Stellantis, and Rivian... on the flip side we view this as a net bullish move for Tesla and Musk over time," Ives said in the note.
艾夫斯在報告中表示："儘管從表面上看，這對電動車行業顯然是不利的，特別是會對通用汽車、福特、斯特蘭蒂斯和瑞維安造成打擊……但從另一方面來看，我們認爲這在長遠來看是對特斯拉和馬斯克的淨看好舉措。"
Musk reportedly said earlier this year that removing the EV tax credit could have a slight impact on Tesla sales, but would be far worse for his U.S.-based competitors.
馬斯克據說在今年早些時候表示，取消電動車稅抵免可能會對特斯拉銷售產生輕微影響，但對其美國競爭對手將造成更大的傷害。
Ives noted that Tesla has unmatched scale. The Wedbush analyst acknowledged that getting rid of the EV tax credit could weigh on demand , but he believes it will actually propel Tesla further ahead of competitors. Comparing Tesla's pricing, scale and scope to legacy automakers making the EV transition is like comparing apples to oranges, Ives added.
艾夫斯指出，特斯拉擁有無與倫比的規模。Wedbush分析師承認，取消電動車稅抵免可能會影響需求，但他認爲這將實際推動特斯拉在競爭對手面前進一步領先。艾夫斯補充說，將特斯拉的定價、規模和範圍與傳統汽車製造商的電動車轉型進行比較就像將蘋果與橘子進行比較。
"We expect Musk to have a big seat at the table as these EV discussions happen within the Trump transition team. We believe any sell-off in Tesla from these reports is the wrong knee-jerk reaction and we would be buyers," Ives said.
艾夫斯表示："我們預計在特朗普過渡團隊內，馬斯克將在這些電動車討論中佔據重要地位。我們認爲，基於這些報告對特斯拉的任何拋售都是錯誤的本能反應，我們將是買家。"
The Wedbush analyst maintained an Outperform rating and price target of $400 on Tesla stock following the news.
Wedbush分析師維持了對特斯拉股票的表現優於大盤和400美元的目標價，這一切是在收到資訊後做出的。
TSLA Price Action: Tesla shares were down 5.11% at $313.41 at the time of publication Thursday, according to Benzinga Pro.
TSLA價格動態：根據Benzinga Pro的報道，特斯拉股票在發佈時下跌了5.11%，報313.41美元。
- If Tesla Stock Hits All-Time Highs In 2025, Will It Be Driven By Trump-Musk Relationship? Benzinga Readers Say This
- 如果特斯拉股票在2025年創下歷史新高，是否會受到特朗普與馬斯克關係的影響？Benzinga讀者這樣說。
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譯文內容由第三人軟體翻譯。
