Will Musk's new position bring "political benefits" to Tesla?
With Trump appointing Musk as the head of the new government efficiency position, Tesla rose slightly on Wednesday, but the market is full of doubts about whether Musk's "cross-border" politics will affect Tesla's future development.
Tesla's stock price has risen "rocket-like", prompting bullish analysts to remind: bubble risks cannot be ignored.
① Tesla's market cap increased by nearly 250 billion USD within a week, with the stock price reaching its highest level since April 2022; ② Analysts remind investors to be cautious, as Tesla's stock price is rising too quickly, surpassing the target prices of most investment banks; ③ There is significant controversy over Tesla's valuation, with a large gap in target prices among investment banks, and the current valuation is described as 'extremely exaggerated.'
Biggest Losers Among S&P 500 Early Thursday: Tesla, Super Micro
Trump plans to establish a "Department of Government Efficiency," with Musk getting involved; investors need to understand six things.
Trump has chosen Musk and billionaire entrepreneur Ramaswamy to jointly lead the "Department of Government Efficiency", which may be a sign that Musk will hold an important position in the White House, ultimately becoming a bullish factor for Tesla.
EVgo Bulls Think the Closing of the DOE Loan Could Be a Major Catalyst
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.