Trump ne Elon Musk ko Dikhayi Aankh!
President Donald Trump ne Elon Musk ke naye political party banane ke plan ko lekar unhe indirectly dhamki di hai. Dono ke beech yeh takraar Tesla investors ke liye tension badha raha hai. Aaiye dekhte hain kya hai poora maajra.
Kya Hua Actually?
Trump ne reporters se Sunday ko kaha ki third party ka concept kabhi kaam nahi karta. Unhone yeh bhi kaha ki Musk iske saath ‘fun’ kar sakte hain, lekin yeh ‘ridiculous’ hai. Trump ne kaha, America mein hamesha se two-party system raha hai.
Musk ne Saturday ko kaha tha ki unki new “America Party” ban gayi hai. Yeh announcement Trump dwara tax-cut aur spending bill sign karne ke baad aaya, jisko Musk ne denounce kiya tha. Haalaanki, Musk ne party ke baare mein zyada details nahi diye aur yeh bhi clear nahi hai ki unhone official paperwork file kiya hai ya nahi.
Tesla Investors Pareshaan!
Musk ka yeh move politics mein long-term commitment ko darshaata hai, jo Tesla investors ko aur bhi pareshaan kar sakta hai. Investors chahte hain ki Musk company ke profits badhane par focus karein. Is saal company ke stock mein 20% se zyada ki kami aayi hai aur Monday ko trading shuru hone par ismein aur bhi kami aane ki sambhaavana hai.
Asia morning mein Blue Ocean ke alternative trading system mein Tesla ke shares kareeb 5% lower the. Maybank Securities ke head of institutional equities sales trading, Kok Hoong Wong ke anusaar, yeh ek bada jhatka hai.
Analyst ka Kya Kehna Hai?
Wedbush analyst Daniel Ives ke anusaar, Musk ka Trump ke saath “major beef” kam hone ka naam nahi le raha hai. Unhone yeh bhi kaha ki Tesla ke leader ka politics par focus karna investors ko thoda thaka hua feel kara sakta hai. Ives ko lagta hai ki Tesla ke shares pressure mein aa sakte hain kyunki investors Musk ke is move se chintit hain.
Ives ne July 6 ko ek note mein likha ki Musk ka politics mein deeper jaana aur Beltway establishment ko take on karna exactly woh opposite direction hai jo Tesla investors/shareholders chahte hain. Unhone yeh bhi kaha ki Musk ka yeh “political gamble” Tesla ke board of directors ko involve kar sakta hai, depending on ki Musk isko kitna aage le jaate hain.
Global Sales Mein Bhi Kami
Company ka core auto business duniya bhar mein challenges face kar raha hai. Global sales mein second quarter mein 13% ki kami aayi hai, jisse Tesla second consecutive annual decline ki taraf badh raha hai.
China mein BYD Co. aur Xiaomi Corp. jaise competitors se tough competition mil raha hai, jo newer, more affordable EVs offer karte hain. Tesla ke Shanghai factory se shipments haal hi mein aath mahino mein pehli baar badhe hain, lekin sirf 0.8% ki incremental pace se.
Europe mein Tesla ko aur bhi bada jhatka laga hai, jo uska sabse weak market bana hua hai. May mein, company ki overall sales region mein lagataar paanchve mahine giri, kareeb 30% down, jabki broader EV market wahaan expand hua.
Musk ka Jawab
Musk ne May mein Trump ke saath ek dramatic blowup ke baad administration chhod diya tha. Trump ke saath apne feud ko back off karne ke baad, Musk ne pichle hafte president ke “insane” spending bill ki phir se aalochana ki. Unhone kaha ki isse “industries of the past” ko handouts mil rahe hain jabki “industries of the future” ko severely damage ho raha hai, aur yeh federal debt ceiling ko $5 trillion tak badha dega.
Musk ne apne X social network par ek poll post karne ke baad ek new “America Party” ki announcement ki. Unhone kaha ki two-party system ko break karne ka ek tareeka hai ki Senate aur House seats ki ek small number ko jeetne par focus kiya jaaye taaki contentious laws par deciding vote serve kiya ja sake.
Sunday ko, Trump ne Truth Social network par ek post mein apni comments ko amplify kiya, aur kaha ki woh pichle paanch hafton mein Elon Musk ko “completely ‘off the rails’ jaate hue dekhkar dukhi hain”. Trump ne apne budget package ko bhi tout kiya jo “unfortunately for Elon” electric vehicle subsidy ko eliminate karta hai.
Treasury Secretary Scott Bessent ne Sunday ko suggest kiya ki Musk ko politics ke bajaye business par focus karna chahiye.
Bessent ne CNN ke State of the Union mein ek question ke jawab mein kaha, “I believe that the boards of directors at his various companies wanted him to come back and run those companies, which he is better at than anyone.”
Unhone yeh bhi kaha ki unhe lagta hai ki directors nahi chahenge ki Musk politics mein involve hon.
Third Parties ka History
Independent candidates kabhi-kabhar Senate aur House of Representatives mein seats jeet jaate hain, lekin third parties ko traditionally US ke winner-take-all political system mein traction gain karne ke liye struggle karna pada hai. Ross Perot ki 1996 mein Reform Party ke liye presidential bid third-party candidates ke liye ek high-water point tha, jab unhone kareeb 8% popular vote capture kiya lekin koi bhi state jeetne mein fail rahe.
Not all investors ne Musk ke party create karne ke move ko oppose kiya. Rayliant Global Advisors Ltd. ke CIO Jason Hsu ne isko ek “genius move” kaha jo Musk ki political power ko potentially boost kar sakta hai aur ultimately unki companies ko protect karne mein help kar sakta hai.
Hsu ne yeh bhi kaha ki investors ko thodi volatility dekhne ko mil sakti hai.
