Elon Musk defied conventional corporate wisdom by committing wholeheartedly to Donald J. Trump's presidential campaign, donating tens of millions of dollars and running a get-out-the-vote drive.
埃隆·马斯克全然不顾传统企业智慧,全心全力支持唐纳德·J·特朗普的总统竞选,捐赠了数千万美元,并推动了选民投票活动。
Now that bet has paid off, giving Mr. Musk a direct line to the White House that he may be able to use to bend policy in ways that could benefit Tesla, his electric car company. Mr. Trump has even floated the idea of appointing Mr. Musk to head a "government efficiency" commission.
这次赌注得到了回报,马斯克获得了一条直接通往白宫的渠道,他可能会利用这条渠道来影响政策,从而使其电动汽车公司特斯拉受益。特朗普甚至曾提出任命马斯克先生担任“政府效率”委员会主席的想法。
One indication of how much Tesla could benefit was evident on Wall Street. The company's share price rose nearly 15 percent on Wednesday.
特斯拉将受益多少的一个迹象在华尔街显而易见。周三,该公司的股价上涨了近15%。
It is too early to say how much of Mr. Musk's newly acquired political capital he will allocate to Tesla as opposed to his other businesses like SpaceX, a major government contractor, or xAI, an artificial intelligence start-up.
目前还无法确定马斯克会将新获得的政治资本多少用于特斯拉,多少用于他的其他企业,比如作为重要政府合同商的SpaceX,或者人工智能初创企业xAI。
But investors clearly believe that a Trump administration will be good for Tesla, despite the president-elect's often-expressed disdain for electric vehicles and renewable energy. Mr. Musk's top priority is likely to be easing regulations on self-driving software that he has described as pivotal to Tesla's future. That could include pressuring the National Highway Traffic Safety Administration to be less aggressive in scrutinizing the company's technology. The safety agency is investigating whether a Tesla system that the company calls "full self-driving (supervised)" was responsible for four collisions, including one that killed a pedestrian. The Trump administration and Republicans in Congress could also pass a national standard for self-driving cars, overriding the current patchwork of state rules. A national standard has long been a goal of Tesla and other companies like Waymo, a business owned by Google's parent company that operates a self-driving taxi service in Phoenix, Los Angeles and San Francisco. Mr. Trump has vowed to end Biden administration policies that award tax credits to electric vehicle buyers and subsidies for carmakers that build cars and batteries in the United States.
但投资者显然认为,特朗普政府将对特斯拉有利,尽管这位当选总统经常表达对电动汽车和可再生能源的蔑视。马斯克的首要任务可能是放宽对自动驾驶软件的监管,他曾称该软件对特斯拉的未来至关重要。这可能包括向美国国家公路交通安全管理局施压,使其在对该公司技术的审查中不要过于积极。该安全机构正在调查特斯拉所谓的“全自动驾驶(有监督)”系统是否造成了四起撞车事故,其中包括一起导致行人死亡的事故。特朗普政府和国会共和党人还可能通过一项自动驾驶汽车的国家标准,取代当前各州规定拼凑而成的现状。长期以来,特斯拉和谷歌母公司旗下运营凤凰城、洛杉矶和旧金山自动驾驶出租车服务的Waymo等其他公司一直将国家标准作为目标。特朗普已誓言要终止拜登政府向电动汽车买家提供税收抵免以及向在美国生产汽车和电池的汽车制造商提供补贴的政策。
The subsidies will be worth $800 million to General Motors this year, the company has said, allowing it to offer an electric sport utility vehicle, the Equinox, for as little as $35,000 before tax credits.
通用汽车公司表示,今年的补贴将达到8亿美元,这将使其能够以不超过35,000美元(税前抵免前)的价格提供一款电动运动型多用途车Equinox。
Elimination of the subsidies would probably hurt other carmakers more than Tesla, but it would suffer, too.
取消补贴可能会对特斯拉以外的其他汽车制造商造成更大伤害,但特斯拉也会受到影响。
Mr. Musk would also have to worry that Republicans would eliminate rules that compel carmakers to buy clean air credits if they fall short of pollution standards. Tesla generates a surplus of credits because it makes only electric cars. Selling the credits brought in $739 million in the third quarter, or one-third of the company's profit.
马斯克先生还需要担心的是,如果共和党废除了那些规定,即汽车制造商若未达到污染标准,则必须购买清洁空气积分,会带来什么后果。特斯拉只生产电动汽车,因此产生了信用盈余。第三季度,出售这些信用为特斯拉带来了7.39亿美元的收入,占公司利润的三分之一。
"Trump is no fan of the E.V. industry," Mr. Black said on X.
“特朗普并不是电动汽车行业的粉丝,”布莱克在X上说。
Still, others were less worried. Tesla thrived in the past without tax credits, said Ben Rose, president of Battle Road Research, who follows the company. And the cars the company sells in the United States are all made in Texas and California, he noted. "Tesla has wisely shielded itself from restrictive tariffs," Mr. Rose said in an email.
不过,其他人则没有那么担心。关注特斯拉的Battle Road Research总裁本·罗斯表示,特斯拉在过去没有税收抵免的情况下也蓬勃发展。他指出,特斯拉在美国销售的汽车全部是在德克萨斯州和加利福尼亚州生产的。“特斯拉明智地使自己免受限制性关税的影响,”罗斯在电子邮件中说。
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