Notes
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$TSLA - PIPER SANDLER: TESLA STOCK LIKELY TO KEEP RISING
Piper Sandler analyst Alexander Potter reaffirmed an Overweight rating and $400 price target for Tesla (TSLA), citing two key developments:
🔸 Driverless Teslas spotted in Austin
🔸 New car prices are rising (per Kelley Blue Book)
Potter says these trends support Tesla’s growth story and expects the stock to maintain upward momentum—barring any major robo-taxi incidents.
$TSLA - MUSK'S PUBLIC CLASH WITH TRUMP LIKELY CALCULATED, SAYS MORGAN STANLEY
Morgan Stanley suggests Elon Musk's public clash with President Trump is a calculated strategy to draw attention to U.S. fiscal issues, a top priority for Musk. Despite potential negative sentiment toward Tesla’s brand, the firm believes this was anticipated by management. Musk’s political involvement is inseparable from his role at Tesla, and investors may underestimate his willingness to face criticism. Continued discord could increase Tesla stock volatility, but Morgan Stanley remains confident in Tesla’s long-term vision, reiterating an Overweight rating and $410 price target. They highlight Tesla’s strengths in AI, robotics, energy storage, and infrastructure as unmatched growth opportunities beyond traditional EVs.
$TSLA - WELLS FARGO SAYS TESLA SHARES TO DROP 60% WITH SALES TRENDING ‘MEANINGFULLY WEAKER’
Wells Fargo predicts a 61% drop in Tesla's stock price to $120, citing a weakening core automotive business. Analyst Colin Langan notes a 23% year-over-year decline in May global deliveries and ongoing pricing pressures from aggressive financing promotions, risking Q2 margins. Despite Tesla's upcoming robotaxi launch on June 12, Langan believes it won't offset poor fundamentals. Tesla faces slowing sales, increased competition in China, and potential supply chain issues from Trump’s tariffs. The stock has fallen over 22% in 2025, worsened by recent tensions between Elon Musk and Donald Trump, though their public dispute has recently eased
$TSLA - MORGAN STANLEY STICKS WITH TESLA DESPITE VALUE DROP
Morgan Stanley’s Adam Jonas reaffirmed an Overweight rating and $410 price target on Tesla, citing its strengths beyond electric vehicles. Despite recent value pressures, Jonas sees major growth potential in Tesla’s physical AI capabilities—like autonomous vehicles, robotics, energy storage, and manufacturing infrastructure.
He argues no other company matches Tesla's positioning in data, AI, robotics, and supporting networks. While traditional EVs face headwinds, Tesla’s broader tech ecosystem remains compelling. Jonas envisions future synergies across Elon Musk’s companies, such as SpaceX integration with Tesla vehicles and AI systems like xAI and Optimus working together. Tesla remains his top U.S. auto pick.
$TSLA: BAIRD DOWNGRADES TESLA TO NEUTRAL FROM OUTPERFORM - PT $320
The analyst says: "TSLA's 24% rise despite a weak quarter (vs. S&P 500’s 13%) is partly due to excitement over the upcoming affordable car and robotaxi launch in June. We think Musk is overly optimistic about the robotaxi rollout, and much of the hype is already priced in. His ties to Trump also add uncertainty. TSLA remains a strong long-term pick, but we're staying on the sidelines for now."
本周加密大事件汇总分析
1. Circle 已成功上市，当前股价为 114 美元，较其 31 美元的首次公开募股（IPO）价格大幅上涨。
2025 年或将成为加密货币公司涌入公开市场的元年。
Bitwise 预测2025 将是‘加密货币 IPO 之年’，Circle 的高估值给 Coinbase、Anchorage、EigenLayer 等“合规收益+基础设施”公司树立了定价标杆。
机构资金将优先追捧现已带现金流、监管敞口可控的项目，而非单纯概念股。
2. World Liberty Financial（WLFI）已与币安链（BNB）、Pancakeswap 和 Four Meme 合作，共同为稳定币 USD1 注入流动性。
一项名为“USD1 流动性激励活动”（活动时间：6月4日至7月4日）将提供总额 100 万美元的奖励，其中包括：价值 40 万美元的代币回购，以及为两个获胜项目（一个新 Meme 项目和一个已有的 BSC 项目）提供最高 20 万美元的流动性支持。
据传，特朗普家族正在购买这些 Meme 代币，以推动 USD1 的普及。 WLFI 的官方钱包地址已被发现买入了 $B （BUILDonBsc_AI）代币。
目前，已知与 USD1 挂钩的交易对有 30 个，随着时间推移，更多旧有代币也将与之配对，数量预计会持续增加。
USD1 把高度叙事化的 Meme与稳定币做市绑定，等于把注意力直接兑换深度。流动性激励成功，BSC 有可能会复制2021年生态代币爆发
3.特朗普 vs 马斯克
特朗普痛批支出法案删除强制电动车指标，威胁砍掉特斯拉补贴； $TSLA 随即回调。
马斯克退役 Dragon + 呼吁弹劾更多是舆论战，但他借此巩固自由派基本盘。
$TSLA - TRUMP IS CONSIDERING GETTING RID OF HIS TESLA: WSJ
President Trump is considering selling or giving away the red Tesla that he purchased earlier this year, a senior White House official said.
Trump bought the vehicle as part of a photo-op at the White House aimed at promoting Elon Musk's business. As of Thursday evening, the car was still parked outside the West Wing.
$TSLA - MORGAN STANLEY ON TESLA: "PREPARED FOR MORE DOWNSIDE, BUT LONG-TERM BULLISH"
Morgan Stanley’s Adam Jonas reiterated an Overweight rating and $410 price target on Tesla, despite the stock’s recent dip following Musk’s feud with Trump. Key points:
🔸 EV tax credit cuts aren’t a major long-term concern.
🔸 Tesla’s recent rally was driven by hopes Musk would refocus on the company.
🔸 The Trump clash may temporarily hurt demand across the political spectrum.
🔸 Core strengths in AI, robotics, energy, and infrastructure remain intact and largely apolitical.
🔸 Expect near-term volatility, but long-term growth in Tesla’s AI and tech assets is underappreciated.
Jonas says Tesla’s future potential outweighs current EV market pressures.
