Is Trump an unexpected tailwind for Tesla if elected?

The recent rise in Tesla's stock priceMusk's latest political trends and the upcoming launch of Modle 2, which has attracted investors' attentionThere is also an analysis that it is due to these two factors.

This news comes in response to the fact that the sale of the robot taxi “RoboTaxi,” which was scheduled for August, was postponed to October, and Tesla shares fell 8.4% last Thursday.

Tesla CEO Elon Musk explained on Monday through “X” that the delay was due to the need to change the design of the front of the robot taxi, and further added that additional time was needed “to show something else.”

Baird analyst Ben Kallo (Ben Kallo) said the delay could mean Tesla will unveil a lower-priced next-generation electric car, the Model 2. This explanation made investors feel a little relieved, and there is also an analysis that it may be one of the reasons for the stock price recovery.

On the political front, Mr. Musk has appeared frequently on social media recently, professing support and defense for Mr. Trump. After President Trump's assassination, he wrote, “I fully support President Trump and hope for a speedy recovery.”

Some analysts point out that the fact that Mr. Musk supports Mr. Trump also played a role in Tesla's stock price rise. Trump has been critical of electric cars in the past, and Musk's support may help Tesla get accepted by conservatives. According to a recent poll, about two-thirds of conservative voters would not consider buying an electric car, while about two-thirds of liberal voters would consider buying one.