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Dan Ives Compares Newsom Vs. Musk Battle To Jake Paul Vs. Tyson, Warns Of California's Job Migration Risk To Texas

Dan Ives Compares Newsom Vs. Musk Battle To Jake Paul Vs. Tyson, Warns Of California's Job Migration Risk To Texas

丹·艾夫斯将纽森与马斯克之战比作杰克·保罗对阵泰森,警告加利福尼亚州岗位外流风险给德克萨斯州。
Benzinga ·  20:33

Tesla Inc. (NASDAQ:TSLA) could see significant workforce changes if California Governor Gavin Newsom proceeds with excluding the company from a proposed electric vehicle consumer rebate program, according to Dan Ives, analyst at Wedbush Securities.

特斯拉公司(纳斯达克:TSLA)可能会经历重大人事变动,如果加利福尼亚州州长加文·纽森决定将该公司排除在拟议的电动汽车消费补贴计划之外,威德布什证券的分析师丹·艾夫斯表示。

What Happened: "You had Jake Paul and Tyson, and now you've got Newsom and Musk—this is gonna be battle," Ives told Bloomberg in an interview. "It's a political battle, but Tesla is the only EV manufacturer actually made in California."

发生了什么:艾夫斯在接受彭博社采访时表示:"你有杰克·保罗和泰森,现在你有纽森和马斯克——这将是一场斗争。" "这是一场政治斗争,但特斯拉是唯一一家真正在加利福尼亚制造的电动车制造商。"

The analyst suggested that the proposed rebate program exclusion might accelerate job migrations from the company's Fremont facility to its Texas headquarters.

这位分析师建议,拟议的补贴计划排除可能加速公司从弗里蒙特工厂向德克萨斯州总部的人才流动。

Dan Ives, senior equities analyst at Wedbush Securities talks about California Governor Gavin Newsom excluding Tesla's from a proposed consumer rebate program.
Musk calls the proposal "insane" pic.twitter.com/20oDaOLdb7

— Bloomberg TV (@BloombergTV) November 26, 2024

威德布什证券的高级股票分析师丹·艾夫斯谈到了加州州长加文·纽森将特斯拉排除在拟议的消费补贴计划之外。
马斯克称该提案是"疯狂的" pic.twitter.com/20oDaOLdb7

—— 彭博电视 (@BloombergTV) 2024年11月26日

Wedbush maintained its Outperform rating on Tesla shares, with a $400.00 price target, despite the brewing controversy, according to Investing.com. The firm's commentary highlights the complex relationship between Tesla CEO Elon Musk and Newsom, which has been strained by previous disagreements, including COVID-related factory shutdowns and Tesla's 2021 headquarters relocation.

尽管争议愈演愈烈,但根据Investing.com,威德布什维持了对特斯拉股票的跑赢大盘评级,目标价为400.00美元。该公司的评论突显了特斯拉首席执行官埃隆·马斯克与纽森之间复杂的关系,这种关系因之前的分歧而紧张,包括与COVID相关的工厂关闭和特斯拉2021年的总部迁移。

What Happened: Governor Newsom's proposal aims to reinstate the state's Clean Vehicle Rebate program, potentially excluding Tesla to promote market competition. This move comes in anticipation of potential federal EV tax credit eliminations.

发生了什么:纽森州长的提案旨在恢复该州的清洁汽车补贴计划,可能排除特斯拉以促进市场竞争。这一举措是在预期联邦电动车税收抵免被取消的情况下提出的。

Musk swiftly criticized the proposal, calling it "insane" and suggesting the decision could damage California's economic interests. The dispute echoes ongoing tensions between Musk and Newsom, including previous conflicts over state jobs and corporate taxation.

马斯克迅速批评该提议,称其为“疯狂”,并建议此决定可能损害加利福尼亚的经济利益。这场争端反映了马斯克与纽森之间的紧张关系,包括之前在州级工作和企业税收上的冲突。

The potential rebate program exclusion could incentivize Tesla to accelerate job transfers from Fremont to its expanding Austin Gigafactory, a prospect Ives warned could significantly impact California's manufacturing landscape.

潜在的退税计划排除可能会激励特斯拉加速将工作从弗里蒙特转移到其扩展中的奥斯汀超级工厂,艾夫斯警告这一前景可能会显著影响加利福尼亚的制造业-半导体格局。

Price Action: Tesla stock closed at $338.23 on Tuesday, down 0.11% for the day. In after-hours trading, the stock rose 0.57. Year-to-date, Tesla's stock has surged by 36.15%, according to data from Benzinga Pro.

价格动态:特斯拉的股票在周二收于$338.23,日内下跌0.11%。在盘后交易中,股票上涨了0.57。根据Benzinga Pro的数据,特斯拉的股票今年迄今已上涨36.15%。

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Gavin Newsom Elon Musk | Photos courtesy: Shutterstock

加文·纽森 与 马斯克 | 图片来源:shutterstock

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