<p>随着特朗普总统推出 <strong>一项伟大的美好法案</strong>，股市再次引发了一些争议，这可能会在美国经济中增加一波新的债务。然而，这项法案的主要区别在于，这些新注入的资本大多旨在支持能够带来积极回报的项目，而不是那些不会刺激经济多个领域的追求。</p>
<p>其中一个领域是税收；在任何经济体中，没有什么能像更有利的税收政策那样刺激生产和消费，这也是投资者在理解这项新法案时需要关注的重点。总体而言，税收影响的细节中有许多好处，但一个针对性的方面将使汽车行业的一些公司在未来几个月和几个季度中获胜。</p>
<p>最明显的当然是 <strong>特斯拉公司 NASDAQ: TSLA</strong>。特斯拉通过尖端技术和强大的消费者吸引力显著提高了其在电动车（EV）领域的市场份额，这一定位将使其受益于新法案为特斯拉买家提供的税收优惠。这些主题已经在影响，并将继续影响该股票的表现。</p>
<h2><strong>特斯拉如何从新法案中受益</strong></h2>
<p>根据新的立法措施，将对所有在美国组装的车辆实施税收减免，无论其零部件来自何处，只要最终组装在国内。考虑到这一点，特斯拉完全有能力使其客户符合这一优惠。</p>
<p>考虑到特斯拉汽车在美国变得如此受欢迎和易于获得，任何额外的税收激励——例如针对美国组装车型的联邦电动车税收抵免——都可能 <strong>进一步推动需求</strong>。如果特斯拉在销售过程中融资阶段强调这些好处，消费者可能会更明显地意识到拥有成本的潜在节省。</p>
<p>在新措施实施后，特斯拉的股票本周迄今已上涨近 1.5%，超过了更广泛的标准普尔 500 指数 1.7%。在由于持续的关税谈判和其他经济因素造成的不确定性加剧的时期实现这一点并非易事。</p>
<p>然而，就潜在的上行空间而言，投资者仅看到特斯拉在这一新有利环境中真正能够实现的部分，因为这一税收减免催化剂尚未完全反映在公司的估值中。</p>
<h2><strong>市场对特斯拉股票的看法</strong></h2>
<p>与其他大型科技公司相比，特斯拉为投资者提供了一个 “追赶” 轮换的广阔空间。由于该股票仍仅以其 52 周高点的 62% 交易，因此它提供了上行空间和有吸引力的安全边际，考虑到未来可能经历的有限下行风险。</p>
<p>这些是投资者在市场罕见提供时喜欢采取的非对称回报，这也是著名的 Wedbush 分析师 <strong>Dan Ives 决定在 2025 年 7 月初重申对特斯拉股票的跑赢大盘评级</strong> 的原因。</p>
<p>这一评级不仅传达了对新法案的乐观态度，还包括他对每股 500 美元的目标价，这将意味着新的 52 周高点，以及从当前股价计算的 70% 的隐含上行空间。当特斯拉股票的势头开始时，可能会确认投资者可能已经太晚了。</p>
<p>如果满足这些预期并超越由这些税收减免驱动的基本面，股票的表现可能会引发机构投资者的新买入活动，他们通常寻求这样的突破和 <strong>看涨势头股票</strong>。然而，当这些头寸被报告时，散户投资者将为时已晚。</p>
<p>目前，特斯拉的市盈率（P/E）为 163.4 倍，远高于汽车行业平均 23.8 倍的估值倍数，而这一溢价有充分的理由：差异化的产品、卓越的市场份额，以及能够利用这些新税收激励的合适规模。</p>
<p>市场通常愿意为他们相信能够在不久的将来超越市场和同行的股票支付溢价。看起来特斯拉具备了所有的正确要素，使得这一情况在未来可能成立，向投资者展示这一新的基本变化如何能够实现 500 美元的估值，甚至更多。</p>
<h2>你现在应该投资 1000 美元在特斯拉吗？</h2>
<p>在考虑特斯拉之前，你会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经确定了五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而特斯拉并不在名单上。</p>
<p>虽然特斯拉目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票的详情</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉股票有望从新的电动车税收立法中显著受益，该立法旨在提升对美国制造车辆的需求。该法案为在美国组装的汽车引入了税收减免，这使得特斯拉因其国内组装而处于有利位置。在公告发布后，特斯拉的股价上涨了近 1.5%，表现优于标准普尔 500 指数。分析师 Dan Ives 维持 “跑赢大盘” 的评级，目标价为每股 500 美元，暗示潜在的 70% 上涨空间。特斯拉的高端估值反映了其市场份额和产品差异化，表明未来的表现将受到这些税收激励的推动</p>

<p>Some controversy has resurfaced in the stock market as President Trump rolled out the <strong>One Big Beautiful Bill</strong>, which will likely create a new wave of debt to be added to the United States economy. However, the main difference with this bill is that most of this newly injected capital is aimed at positive return projects rather than pursuits that won’t stimulate many areas of the economy.</p>
<div class="lb-trans"><p>随着特朗普总统推出 <strong>一项伟大的美好法案</strong>，股市再次引发了一些争议，这可能会在美国经济中增加一波新的债务。然而，这项法案的主要区别在于，这些新注入的资本大多旨在支持能够带来积极回报的项目，而不是那些不会刺激经济多个领域的追求。</p>
</div><p>One of these areas is taxes; nothing stimulates production and spending like a more favorable tax positioning in any economy, which is where investors need to place their attention when it comes to understanding this new bill. Overall, there are numerous benefits in the details of the tax implications, but one targeted aspect will make some names in the automotive sector winners in the coming months and quarters.</p>
<div class="lb-trans"><p>其中一个领域是税收；在任何经济体中，没有什么能像更有利的税收政策那样刺激生产和消费，这也是投资者在理解这项新法案时需要关注的重点。总体而言，税收影响的细节中有许多好处，但一个针对性的方面将使汽车行业的一些公司在未来几个月和几个季度中获胜。</p>
</div><p>The most obvious one, of course, is <strong>Tesla Inc. NASDAQ: TSLA</strong>. Tesla has significantly increased its market share in the electric vehicle (EV) sector through cutting-edge technology and strong consumer appeal, positioning that will benefit it from the new bill's tax advantages for Tesla buyers. These themes are already influencing, and will continue to influence, the stock’s performance.</p>
<div class="lb-trans"><p>最明显的当然是 <strong>特斯拉公司 NASDAQ: TSLA</strong>。特斯拉通过尖端技术和强大的消费者吸引力显著提高了其在电动车（EV）领域的市场份额，这一定位将使其受益于新法案为特斯拉买家提供的税收优惠。这些主题已经在影响，并将继续影响该股票的表现。</p>
</div><h2><strong>How Tesla Benefits From the New Bill</strong></h2>
<div class="lb-trans"><h2><strong>特斯拉如何从新法案中受益</strong></h2>
</div><p>Under the new legislative action, a tax break will be implemented for all vehicles assembled in the United States, regardless of where their parts are sourced, as long as the final assembly occurs domestically. With this in mind, Tesla is perfectly positioned to qualify its customers for this benefit.</p>
<div class="lb-trans"><p>根据新的立法措施，将对所有在美国组装的车辆实施税收减免，无论其零部件来自何处，只要最终组装在国内。考虑到这一点，特斯拉完全有能力使其客户符合这一优惠。</p>
</div><p>Considering how popular and accessible Tesla vehicles have become in the United States, any additional tax incentives—such as federal EV credits for U.S.-assembled models—could <strong>further boost demand</strong>. The potential savings on ownership costs may become more apparent to consumers, especially if Tesla highlights these benefits during the financing stage of the sales process.</p>
<div class="lb-trans"><p>考虑到特斯拉汽车在美国变得如此受欢迎和易于获得，任何额外的税收激励——例如针对美国组装车型的联邦电动车税收抵免——都可能 <strong>进一步推动需求</strong>。如果特斯拉在销售过程中融资阶段强调这些好处，消费者可能会更明显地意识到拥有成本的潜在节省。</p>
</div><p>Following the new implementation, Tesla shares have increased by just under 1.5% so far this week, surpassing the broader S&amp;P 500 index by 1.7%. Achieving this during a period of heightened uncertainty caused by ongoing tariff negotiations and other economic factors is no easy task.</p>
<div class="lb-trans"><p>在新措施实施后，特斯拉的股票本周迄今已上涨近 1.5%，超过了更广泛的标准普尔 500 指数 1.7%。在由于持续的关税谈判和其他经济因素造成的不确定性加剧的时期实现这一点并非易事。</p>
</div><p>However, when it comes to potential upside, investors have seen only a fraction of what Tesla could truly accomplish in this new favorable environment, as this tax break catalyst has not yet been fully priced into the company’s valuation.</p>
<div class="lb-trans"><p>然而，就潜在的上行空间而言，投资者仅看到特斯拉在这一新有利环境中真正能够实现的部分，因为这一税收减免催化剂尚未完全反映在公司的估值中。</p>
</div><h2><strong>The Market’s Take on Tesla Stock</strong></h2>
<div class="lb-trans"><h2><strong>市场对特斯拉股票的看法</strong></h2>
</div><p>Compared to other large-cap names in the technology space, Tesla offers a wide margin for investors to benefit from a “catch-up” rotation. As the stock still trades at only 62% of its 52-week high, it offers both upside and an attractive margin of safety, given the limited downside it could experience in the future.</p>
<div class="lb-trans"><p>与其他大型科技公司相比，特斯拉为投资者提供了一个 “追赶” 轮换的广阔空间。由于该股票仍仅以其 52 周高点的 62% 交易，因此它提供了上行空间和有吸引力的安全边际，考虑到未来可能经历的有限下行风险。</p>
</div><p>These are the sort of asymmetric returns that investors love to act on in the rare occasions that the markets offer them, which is why acclaimed Wedbush analyst <strong>Dan Ives decided to reiterate his Outperform rating</strong> on Tesla stock as of early July 2025.</p>
<div class="lb-trans"><p>这些是投资者在市场罕见提供时喜欢采取的非对称回报，这也是著名的 Wedbush 分析师 <strong>Dan Ives 决定在 2025 年 7 月初重申对特斯拉股票的跑赢大盘评级</strong> 的原因。</p>
</div><p>Not only does the rating convey an optimistic note regarding the new bill, but it also includes his price target of $500 per share, which would call for a new 52-week high, along with a net implied upside of 70% from the current stock price. What happens when the momentum for Tesla stock gets going could be confirmation that investors may already be too late.</p>
<div class="lb-trans"><p>这一评级不仅传达了对新法案的乐观态度，还包括他对每股 500 美元的目标价，这将意味着新的 52 周高点，以及从当前股价计算的 70% 的隐含上行空间。当特斯拉股票的势头开始时，可能会确认投资者可能已经太晚了。</p>
</div><p>Meeting these expectations and surpassing fundamentals driven by these tax breaks, the stock's performance could trigger new buying activity from institutional investors who typically seek such breakouts and <strong>bullish momentum stocks</strong>. However, when these positions are reported, it will be too late for retail investors to take action.</p>
<div class="lb-trans"><p>如果满足这些预期并超越由这些税收减免驱动的基本面，股票的表现可能会引发机构投资者的新买入活动，他们通常寻求这样的突破和 <strong>看涨势头股票</strong>。然而，当这些头寸被报告时，散户投资者将为时已晚。</p>
</div><p>Currently, Tesla's 163.4x price-to-earnings (P/E) ratio places it at a significant premium over the average 23.8x valuation multiple in the automotive industry, and there’s a strong reason for this premium: a differentiated product, superior market share, and the right size to capitalize on these new tax incentives.</p>
<div class="lb-trans"><p>目前，特斯拉的市盈率（P/E）为 163.4 倍，远高于汽车行业平均 23.8 倍的估值倍数，而这一溢价有充分的理由：差异化的产品、卓越的市场份额，以及能够利用这些新税收激励的合适规模。</p>
</div><p>The markets are usually willing to overpay for stocks they believe can outperform the rest of the market and peer group in the near future. It looks like Tesla has all of the right components for this to be the case moving forward, showing investors why this new fundamental change could fulfill the $500 valuation if not more.</p>
<div class="lb-trans"><p>市场通常愿意为他们相信能够在不久的将来超越市场和同行的股票支付溢价。看起来特斯拉具备了所有的正确要素，使得这一情况在未来可能成立，向投资者展示这一新的基本变化如何能够实现 500 美元的估值，甚至更多。</p>
</div><h2>Should You Invest $1,000 in Tesla Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在特斯拉吗？</h2>
</div><p>Before you consider Tesla, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑特斯拉之前，你会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Tesla wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经确定了五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而特斯拉并不在名单上。</p>
</div><p>While Tesla currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然特斯拉目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详情</p>
</div>

Tesla Stock Could Accelerate on New EV Tax Legislation

- 特朗普推出的新法案可能会增加美国经济的债务。  
- 特斯拉因新法案的税收优惠，预计将受益于电动车市场的增长。  
- 分析师对特斯拉的评级为 “跑赢大盘”，目标价为每股 500 美元。

特斯拉股票可能因新的电动汽车税收立法而加速上涨