分析师强调，特朗普胜选对特斯拉和马斯克来说是最大的利好。分析师指出，如果美国政府减少对电动汽车的税收优惠，特斯拉将比其他汽车制造商更具竞争优势，“特朗普获胜可能会使特斯拉股价上涨40-50美元”。Investment bank Wedbush stated that a "red wave" of Trump's victory and the possibility of the Republican Party winning both houses of Congress should bring a "very strong bullish market response" to technology stocks and will be beneficial for artificial intelligence.
According to the financial app Intelligent Finance, investment bank Wedbush mentioned that a "red wave" of Trump's victory and the possibility of the Republican Party winning both houses of Congress should bring a "very strong bullish market response" to technology stocks and will be beneficial for artificial intelligence.
Wedbush analysts stated in a client report: "We expect a very strong bullish reaction in the market after Trump wins the presidential election, with a focus on large technology companies and Tesla (TSLA.US)." "We expect Trump to immediately focus on the artificial intelligence issues of large American technology companies, aiming to crack down on Lena Khan, a major figure in large technology companies, who will also leave the Federal Trade Commission (FTC), and Musk's bold move on Trump will be a 'home run' for Tesla."
Analysts emphasize that Trump's victory is the biggest bullish news for Tesla and Musk. Analysts point out that if the U.S. government reduces tax incentives for electric vehicles, Tesla will have a competitive advantage over other auto manufacturers, "Trump's victory may cause Tesla's stock price to rise by $40-50."
Analysts added that the Trump administration may introduce "significant artificial intelligence measures," which will benefit large technology companies such as Microsoft (MSFT.US), Amazon (AMZN.US), Alphabet (GOOGL.US), and other technology companies. Analysts also stated that these "significant artificial intelligence measures" may come from institutions like the U.S. Department of Defense, which will drive the development of companies like Palantir (PLTR.US).
