Trump Presidency And IRA Cut Would Be 'Devastating' For Competitors, Says Elon Musk: 'Long Term Probably Actually Helps Tesla'
Trump Presidency And IRA Cut Would Be 'Devastating' For Competitors, Says Elon Musk: 'Long Term Probably Actually Helps Tesla'
A Donald Trump presidency and possible strike down of the Inflation Reduction Act (IRA) would be "devastating" for Tesla Inc.'s (NASDAQ:TSLA) competitors, company CEO Elon Musk said during the company's second-quarter earnings call.
唐納德·特朗普當選總統以及可能推翻《通貨膨脹削減法》（IRA）對特斯拉公司來說將是 “毀滅性的”。”與（納斯達克股票代碼：TSLA）的競爭對手一樣，公司首席執行官埃隆·馬斯克在公司第二季度業績電話會議上表示。
What Happened: Musk acknowledged that a Trump Presidency and possible strike down of the EV subsidies and tax credits put forth by IRA will have some impact on the EV industry. The impact would be slight for Tesla and devastating for its competitors, Musk said.
發生了什麼：馬斯克承認，特朗普當選總統以及可能取消愛爾蘭共和軍提出的電動汽車補貼和稅收抵免將對電動汽車行業產生一些影響。馬斯克說，對特斯拉的影響微乎其微，對競爭對手的影響是毀滅性的。
"But long term probably actually helps Tesla, would be my guess, yes," Musk said, while adding that the company is relying on vehicle autonomy to boost value. A possible repeal of the IRA and tax credits on the purchase of EVs, Musk said, is not related to autonomy.
馬斯克說：“但我猜從長遠來看，實際上可能對特斯拉有所幫助，” 他補充說，該公司依靠汽車自動駕駛來提高價值。馬斯克說，可能廢除IRA和購買電動汽車的稅收抵免，與自主權無關。
The CEO also said that the company is postponing plans for a gigafactory in Mexico due to concerns about potential heavy tariffs on vehicles produced in the neighboring country if Trump is re-elected.
首席執行官還表示，該公司推遲了在墨西哥建造超級工廠的計劃，原因是擔心如果特朗普再次當選，可能會對鄰國生產的汽車徵收高額關稅。
"Trump has said that he will put heavy tariffs on vehicles produced in Mexico. So it doesn't make sense to invest a lot in Mexico if that is going to be the case," Musk said. "So we kind of need to see where the things play out politically."
“特朗普曾表示，他將對墨西哥生產的汽車徵收高額關稅。因此，如果是這樣的話，在墨西哥進行大量投資是沒有意義的，” 馬斯克說。“因此，我們需要看看政治局勢的發展方向。”
Why It's Important: Even as Musk has officially endorsed the Republican presidential nominee, Trump, analysts are divided about the implications of a Trump presidency for the EV maker.
爲何重要：儘管馬斯克已正式支持共和黨總統候選人特朗普，但分析師對特朗普當選總統對這家電動汽車製造商的影響仍存在分歧。
Tesla bull Dan Ives previously said that a second term for Trump would be an overall negative for the EV industry, given the likelihood of the EV rebates/tax incentives getting pulled. But it is a potential positive for Tesla, given the company "has the scale and scope that is unmatched in the EV industry and this dynamic could give Musk and Tesla a clear competitive advantage in a non-EV subsidy environment," he said.
特斯拉多頭丹·艾夫斯此前曾表示，鑑於電動汽車退稅/稅收優惠可能被撤回，特朗普的第二個任期對電動汽車行業來說總體上將是負面的。但他說，這對特斯拉來說是一個潛在的積極因素，因爲該公司 “擁有電動汽車行業無與倫比的規模和範圍，而且這種動態可能會使馬斯克和特斯拉在非電動汽車補貼環境中獲得明顯的競爭優勢”。
In a speech at the Republic National Convention in Milwaukee last week, Trump said that he would end the electric vehicle "mandate" on day one, referring to the Biden administration's push for a majority of new passenger cars and light trucks sold in the United States to be all-electric or hybrids by 2032.
特朗普上週在密爾沃基的共和國全國代表大會上發表講話時表示，他將在第一天結束電動汽車的 “授權”，他指的是拜登政府推動到2032年在美國銷售的大多數新乘用車和輕型卡車成爲全電動或混合動力汽車。
Musk, however, has previously talked about sharing a good relationship with Trump.
但是，馬斯克此前曾談到要與特朗普保持良好的關係。
"I have had some conversations with him and he does call me out of the blue, for no reason. I don't know why, but he does. And it's like, he's very nice when he calls," Musk said at the company's annual shareholder meeting in June. The CEO also added that Trump is a huge fan of the company's Cybertruck.
“我和他談過一些話，他確實無緣無故地突然給我打了電話。我不知道爲什麼，但他知道。就像，他打電話時非常友善。” 馬斯克在6月的公司年度股東大會上說。首席執行官還補充說，特朗普是該公司Cybertruck的忠實粉絲。
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閱讀更多：
- Tesla Aims At Profitability For Cybertruck By 2024-End With Production Ramp And Cost Savings With Dry Cathode 4680 Cells
- 特斯拉的目標是通過增加產量並通過幹陰極4680電池節省成本，實現Cybertruck在2024年底之前實現盈利
Photos courtesy: Shutterstock
照片來源：Shutterstock