<p><strong>特斯拉</strong> 在创造电动车市场方面发挥了重要作用，并因其技术和对可持续能源的关注而成为各行业中最受欢迎的品牌之一。特斯拉的成功使得首席执行官埃隆·马斯克成为全球最富有和最著名的人物之一。</p>
<p>然而，最近的一项民意调查显示，埃隆·马斯克决定涉足一个分裂的政治环境，已经损害了特斯拉的品牌。</p>
<p>这可能为像 <strong>Rivian Automotive</strong>（RIVN -1.76%）这样的竞争对手打开了大门，该公司希望确立自己的地位，但在发展业务方面遇到了困难。特斯拉的潜在滑坡是否是 Rivian 所需要的机会，投资者应该购买该股票吗？</p>
<p>以下是您今天投资 Rivian 所需了解的内容。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkyNzIvdHJ1Y2staW4tbWlkZGxlLW9mLXRpbWUtc3F1YXJlX3Jpdmlhbi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkyNzIvdHJ1Y2staW4tbWlkZGxlLW9mLXRpbWUtc3F1YXJlX3Jpdmlhbi5qcGcmdz03MDA"/></p>
<p>图片来源：The Motley Fool。</p>
<h2>特斯拉的品牌在分裂的政治环境中成为附带损害</h2>
<p>埃隆·马斯克的雄心使他成为传奇企业家。他创办、共同创办或投资了包括特斯拉和 SpaceX 在内的一系列公司，并积累了超过 4000 亿美元的净资产，这使他能够收购社交媒体平台 Twitter，现在称为 X。</p>
<p>近年来，马斯克进一步涉足美国的政治舞台。政治问题的关键不一定在于个人的观点或意见，而在于政治的分裂性。换句话说，无论你感觉如何，总会有人不同意。</p>
<p>Axios 每年进行一次民意调查，跟踪美国消费者对众多公司和品牌的声誉。特斯拉曾经享有良好的声誉，但情况已经改变。该公司在 2021 年的调查中排名第八，但去年跌至第 63 位，今年更是降至第 95 位。</p>
<p>这并不是绝对的指控；该调查仅对约 16,500 名美国成年人进行了调查。尽管如此，SpaceX 的声誉也有所下滑，这表明政治反弹可能导致特斯拉的汽车销售放缓。</p>
<h2>Rivian 能否利用特斯拉的滑坡？管理层最近调整了 2025 年的预测</h2>
<p>汽车行业竞争激烈，建造和运营能够大规模生产电动车的工厂和设备需要数十亿美元的投资。即使是特斯拉，在 2017 年至 2019 年期间也几乎因试图扩大 Model 3 的生产而破产。</p>
<p>Rivian 在经历成长的阵痛时持续融资，但近年来缺乏增长并不是一个好兆头。该公司在 2023 年交付了 50,122 辆汽车，但去年仅增长到 51,579 辆。</p>
<p>潜在的电动车买家如果不选择特斯拉，仍然可以选择 Rivian，但这在很大程度上尚未实现。在第四季度，管理层将 2025 年的交付指导设定为仅 46,000 到 51,000 辆，并在第一季度将其下调至 40,000 到 46,000 辆，理由是关税和贸易政策的不确定性可能影响消费者需求。</p>
<p>Rivian 的旗舰产品 R1T 卡车和 R1S 运动型多用途车（SUV）目前的市场需求仍然不足。</p>
<h2>仍然有希望，但时间紧迫</h2>
<p>特斯拉的增长在推出 Model 3 时加速，这是一款更便宜的车型，吸引了更多买家。Rivian 希望在明年上半年开始生产 R2，这是一款比 R1S 更小、更实惠的 SUV，起价约为 45,000 美元。</p>
<p>由于 Rivian 在当前规模下消耗了大量现金，因此对这一发布的压力越来越大：</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4c4458a26ae4f36a386865e10ee12f61.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4c4458a26ae4f36a386865e10ee12f61.png"/></p>
<p>RIVN 自由现金流数据来自 YCharts</p>
<p>Rivian 仍然拥有充足的短期流动性，现金超过 71 亿美元，并与 <strong>大众汽车</strong> 建立了合资企业。然而，如果 Rivian 在产生销售量方面遇到困难，最终可能会导致持续融资和股份稀释，从而压制任何有意义的投资上行空间。股东们已经感受到了痛苦，股票自 2021 年历史高点以来下跌了 91%。</p>
<p>总之，Rivian 仍需取得进展，而特斯拉的政治失误并没有实质性地帮助 Rivian 现有的销售问题。这使得该股票成为一种风险投资。可能明智的做法是远观 Rivian，直到该公司开始销售 R2 并展示出足够的吸引买家的成功。</p>

RIVN

<p>最近的一项民调显示，特斯拉的受欢迎程度显著下降，从消费者声誉排名的第 8 位跌至第 95 位。这一下降归因于首席执行官埃隆·马斯克的政治参与，这可能会使竞争对手如 Rivian Automotive 受益。然而，Rivian 在增长方面面临困难，去年仅交付了 51,579 辆汽车，并下调了 2025 年的交付预测。尽管拥有超过 71 亿美元的现金，Rivian 的未来仍然不确定，这使其成为一种高风险投资。投资者可能希望在考虑购买其股票之前，等待 Rivian 即将推出的 R2 SUV</p>

<p><strong>Tesla</strong> was a driving force in creating the electric vehicle market and became one of the most popular brands across any industry for its technology and focus on sustainable energy. Tesla's success helped make CEO Elon Musk one of the world's wealthiest and most famous people.</p>
<div class="lb-trans"><p><strong>特斯拉</strong> 在创造电动车市场方面发挥了重要作用，并因其技术和对可持续能源的关注而成为各行业中最受欢迎的品牌之一。特斯拉的成功使得首席执行官埃隆·马斯克成为全球最富有和最著名的人物之一。</p>
</div><p>However, a recent poll indicates that Elon Musk's decision to wade into a divisive political landscape has tarnished Tesla's brand.</p>
<div class="lb-trans"><p>然而，最近的一项民意调查显示，埃隆·马斯克决定涉足一个分裂的政治环境，已经损害了特斯拉的品牌。</p>
</div><p>It could open the door for competitors like <strong>Rivian Automotive</strong>(RIVN -1.76%), which hopes to establish itself but has struggled to grow its business. Is Tesla's potential slip the opportunity Rivian needs, and should investors buy the stock?</p>
<div class="lb-trans"><p>这可能为像 <strong>Rivian Automotive</strong>（RIVN -1.76%）这样的竞争对手打开了大门，该公司希望确立自己的地位，但在发展业务方面遇到了困难。特斯拉的潜在滑坡是否是 Rivian 所需要的机会，投资者应该购买该股票吗？</p>
</div><p>Here is what you need to know about investing in Rivian today.</p>
<div class="lb-trans"><p>以下是您今天投资 Rivian 所需了解的内容。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTkyNzIvdHJ1Y2staW4tbWlkZGxlLW9mLXRpbWUtc3F1YXJlX3Jpdmlhbi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F819272%2Ftruck-in-middle-of-time-square_rivian.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><h2>Tesla's brand has become collateral damage in a divisive political landscape</h2>
<div class="lb-trans"><h2>特斯拉的品牌在分裂的政治环境中成为附带损害</h2>
</div><p>Elon Musk's ambition has helped him become a legendary entrepreneur. He has founded, co-founded, or invested in a list of companies, including Tesla and SpaceX, and amassed a $400 billion-plus net worth that he leveraged to buy social media platform Twitter, now known as X.</p>
<div class="lb-trans"><p>埃隆·马斯克的雄心使他成为传奇企业家。他创办、共同创办或投资了包括特斯拉和 SpaceX 在内的一系列公司，并积累了超过 4000 亿美元的净资产，这使他能够收购社交媒体平台 Twitter，现在称为 X。</p>
</div><p>Musk has waded further into America's political scene in recent years. The problem with politics isn't necessarily one's views or opinions, but politics' divisive nature. In other words, no matter how you feel, someone will disagree.</p>
<div class="lb-trans"><p>近年来，马斯克进一步涉足美国的政治舞台。政治问题的关键不一定在于个人的观点或意见，而在于政治的分裂性。换句话说，无论你感觉如何，总会有人不同意。</p>
</div><p>Axios conducts an annual poll that tracks the reputations of numerous companies and brands among American consumers. Tesla once had a sterling reputation, but that has changed. The company ranked eighth in the survey in 2021 but fell to 63rd last year and 95th this year.</p>
<div class="lb-trans"><p>Axios 每年进行一次民意调查，跟踪美国消费者对众多公司和品牌的声誉。特斯拉曾经享有良好的声誉，但情况已经改变。该公司在 2021 年的调查中排名第八，但去年跌至第 63 位，今年更是降至第 95 位。</p>
</div><p>It's not an absolute indictment; the poll surveyed only about 16,500 U.S. adults. Still, SpaceX has also slipped, indicating that political blowback has likely contributed to Tesla's slowing vehicle sales.</p>
<div class="lb-trans"><p>这并不是绝对的指控；该调查仅对约 16,500 名美国成年人进行了调查。尽管如此，SpaceX 的声誉也有所下滑，这表明政治反弹可能导致特斯拉的汽车销售放缓。</p>
</div><h2>Can Rivian capitalize on Tesla's slip? Management recently altered its 2025 forecast</h2>
<div class="lb-trans"><h2>Rivian 能否利用特斯拉的滑坡？管理层最近调整了 2025 年的预测</h2>
</div><p>The automotive industry is competitive, and it costs billions of dollars to build and operate the factories and equipment capable of producing large quantities of electric vehicles. Even Tesla nearly bankrupted itself trying to grow production of its Model 3 from 2017 to 2019.</p>
<div class="lb-trans"><p>汽车行业竞争激烈，建造和运营能够大规模生产电动车的工厂和设备需要数十亿美元的投资。即使是特斯拉，在 2017 年至 2019 年期间也几乎因试图扩大 Model 3 的生产而破产。</p>
</div><p>Rivian has continued to raise money as it works through its growing pains, but its lack of growth in recent years hasn't been a good sign. The company delivered 50,122 vehicles in 2023, but that only grew to 51,579 last year.</p>
<div class="lb-trans"><p>Rivian 在经历成长的阵痛时持续融资，但近年来缺乏增长并不是一个好兆头。该公司在 2023 年交付了 50,122 辆汽车，但去年仅增长到 51,579 辆。</p>
</div><p>Potential electric vehicle buyers who avoid Tesla can still opt for Rivian, but that largely hasn't materialized yet. In the fourth quarter, management set 2025 delivery guidance at only 46,000 to 51,000, and lowered that to 40,000 to 46,000 deliveries in Q1, citing how uncertainty regarding tariffs and trade policies may impact consumer demand.</p>
<div class="lb-trans"><p>潜在的电动车买家如果不选择特斯拉，仍然可以选择 Rivian，但这在很大程度上尚未实现。在第四季度，管理层将 2025 年的交付指导设定为仅 46,000 到 51,000 辆，并在第一季度将其下调至 40,000 到 46,000 辆，理由是关税和贸易政策的不确定性可能影响消费者需求。</p>
</div><p>There has just been too little appetite for Rivian's flagship products, the R1T truck and R1S sport utility vehicle (SUV).</p>
<div class="lb-trans"><p>Rivian 的旗舰产品 R1T 卡车和 R1S 运动型多用途车（SUV）目前的市场需求仍然不足。</p>
</div><h2>There is still hope, but time is ticking</h2>
<div class="lb-trans"><h2>仍然有希望，但时间紧迫</h2>
</div><p>Tesla's growth took off when the company launched the Model 3, a cheaper vehicle that appealed to more buyers. Rivian hopes to begin production of the R2, a smaller, more affordable SUV than the R1S, starting at around $45,000, in the first half of next year.</p>
<div class="lb-trans"><p>特斯拉的增长在推出 Model 3 时加速，这是一款更便宜的车型，吸引了更多买家。Rivian 希望在明年上半年开始生产 R2，这是一款比 R1S 更小、更实惠的 SUV，起价约为 45,000 美元。</p>
</div><p>There is increasing pressure on this launch, since Rivian is burning tremendous amounts of cash operating at its current size:</p>
<div class="lb-trans"><p>由于 Rivian 在当前规模下消耗了大量现金，因此对这一发布的压力越来越大：</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4c4458a26ae4f36a386865e10ee12f61.png" alt="" original-src="https://media.ycharts.com/charts/4c4458a26ae4f36a386865e10ee12f61.png"/></p>
<p>RIVN Free Cash Flow data by YCharts</p>
<div class="lb-trans"><p>RIVN 自由现金流数据来自 YCharts</p>
</div><p>Rivian still has plenty of near-term liquidity, with over $7.1 billion in cash and a joint venture with <strong>Volkswagen</strong>. However, if Rivian struggles to generate sales volume, it could eventually trigger continued fundraising and share dilution that squashes any meaningful investment upside. Shareholders have already felt the pain with the stock down 91% from its all-time high in 2021.</p>
<div class="lb-trans"><p>Rivian 仍然拥有充足的短期流动性，现金超过 71 亿美元，并与 <strong>大众汽车</strong> 建立了合资企业。然而，如果 Rivian 在产生销售量方面遇到困难，最终可能会导致持续融资和股份稀释，从而压制任何有意义的投资上行空间。股东们已经感受到了痛苦，股票自 2021 年历史高点以来下跌了 91%。</p>
</div><p>In summary, Rivian must still make strides, and Tesla's political stumbles have not meaningfully helped the Rivian's existing sales problems. That makes the stock a risky investment. It would probably be wise to watch Rivian from afar until the company starts selling the R2 and demonstrates sufficient success in attracting buyers.</p>
<div class="lb-trans"><p>总之，Rivian 仍需取得进展，而特斯拉的政治失误并没有实质性地帮助 Rivian 现有的销售问题。这使得该股票成为一种风险投资。可能明智的做法是远观 Rivian，直到该公司开始销售 R2 并展示出足够的吸引买家的成功。</p>
</div>

Polling Indicates Tesla's Popularity has Plunged: Should Investors Buy Rivian Stock Now?

- 特斯拉在电动车市场的成功使其品牌受损，因马斯克涉足政治。  
- 特斯拉品牌在消费者中的声誉大幅下滑，影响了销量。  
- Rivian 希望借此机会，但面临销售增长乏力的挑战。

民调显示特斯拉的受欢迎程度大幅下降：投资者现在是否应该购买 Rivian Automotive 的股票？