The maker of innovative EVs has been a long-term winner for shareholders.Tesla (TSLA 2.27%) continues to take investors on a volatile journey. While shares have soared recently due to founder and CEO Elon Musk's $1 billion stock purchase, this remains a very polarizing business. There are valid arguments coming from both bulls and bears as to Tesla's merits as an investment.Is this top electric vehicle (EV) stock a buy, sell, or hold right now? Concerns around valuationIn the past decade, Tesla shares have ...

股价表现 - 自2024年4月低点反弹近90% 接近2024年末历史高点[2] - 特朗普当选后股价最初飙升 但随后因业务表现不佳和关税影响大幅下挫[1][6] - 首席执行官埃隆·马斯克近期购入10亿美元公司股票[2] 核心电动汽车业务挑战 - 第一季度交付量33.7万辆 为两年多来最低水平[3] - 第二季度交付量38.4万辆 同比下降14%[3] - 面临市场竞争加剧 关税威胁及7500美元联邦电动汽车税收抵免政策即将取消的影响[3][6] 机器人出租车业务进展 - 在奥斯汀和旧金山进行软启动 并计划扩展至凤凰城[4] - 媒体报道显示多数车辆存在地理围栏限制 需远程监控或配备安全员[4] - 投资者看好其成本优势 预计2026年底前部署超过100万辆机器人出租车[5] - 业务进展成为股价反弹的关键驱动因素[4][6] 政策与监管环境 - 特朗普当选初期市场预期监管环境改善[2] - 马斯克与政府效率部的合作引发争议 导致与特朗普关系恶化[2] - 监管关系变化对股价支撑作用减弱[2]