Recently, Tesla's stock price has been on a "roller coaster" ride, experiencing astonishingly wild fluctuations. First, it plunged by more than 15% in a single day, and its market value evaporated by nearly one trillion yuan overnight, causing an uproar in the market. All parties have launched in-depth analyses of the causes of this stock price avalanche. But just when everyone thought Tesla was about to sink into a trough, its stock price rebounded strongly, staging a reversal drama.
Facing various pressures, Musk has not sat idly by and has started to fight back. On the one hand, he is actively promoting Tesla's business expansion in new fields. At the first-quarter all-hands meeting of Tesla held in March, he revealed that the humanoid robot Optimus has been manufactured on the trial-production line at the Fremont factory and will enter the trial-production stage this year. Tesla plans to produce 5,000 Optimus robots this year and has ordered enough parts to support the production of 10,000-12,000 units. The target for 2026 is further increased to 50,000 units. Since its debut in 2022, Optimus has been continuously evolving and upgrading, from initially demonstrating simple functions such as carrying and watering to being able to perform tasks in complex scenarios. Its application prospects are extremely broad. Once mass-produced, it will not only open up a new business growth curve for Tesla but may also reshape the production and service models of multiple industries. This is undoubtedly a powerful weapon in Musk's hands to counter external pressures. On the other hand, Musk has also used social media and other channels to speak out to vindicate Tesla and try to stabilize investors' confidence.
But all these efforts seem to be a drop in the bucket in the current chaotic political and economic environment in the United States. Today's United States is severely politically polarized, with intense struggles between the two parties, social order in turmoil, and frequent fluctuations in the economic market, just like a real-life "magical realist" blockbuster. Trump's market-protecting actions, Musk's counterattacks, the Secretary of Commerce's public recommendation of stocks, Soros's short-selling, and the smashing, looting, and robbing triggered by the "Deep State"-all these seemingly absurd plots are intertwined. And Tesla, at the center of this vortex, has a future development path full of thorns. If this chaotic situation in the United States continues, even if Tesla has advanced technology and innovative concepts, it will be difficult to break through the numerous difficulties. Its prospects are really worrying, and it may even become a victim of U.S. internal strife and social chaos. The development rhythm of the global new-energy industry may also be disrupted and cast a thick shadow.
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