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福布斯:特斯拉不再是马斯克最有价值的资产 | 2025.3.

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0:01Today on Forbes, Tesla is no longer Elon Musk's most valuable asset.今天在福布斯,特斯拉不再是埃隆·穆斯克最有价值的资产.
0:08Elon Musk paid out more than $200 million to help get Donald Trump re-elected in November.埃隆·穆斯克出资2亿多美元帮助唐纳德·特朗普在11月再次当选.
0:15In the weeks following Trump's victory, Musk more than made that back.在特朗普获胜后的几周里,穆斯克比那还多.
0:19In fact, he became the first person ever worth $400 billion in December after private investors事实上,他成为12月继私人投资者之后 首个价值4000亿美元的人
0:26valued his startup XAI at $50 billion, up from $24 billion in May, and Musk's rocket从5月的240亿美元 和穆斯克的火箭上
0:33maker SpaceX at $350 billion, up from $210 billion in June.制造者SpaceX值3500亿美元,比6月的2100亿美元有所上升.
0:40That same month, public shareholders drove Tesla's market capitalization to an all-time同月,公共股东将特斯拉的市场资本化 推向了历史
0:45high of $1.5 trillion.高达1.5万亿美元。
0:49Then things started to slowly unravel.然后事情开始慢慢地崩溃。
0:53Tesla's stock hit a speed bump in early January, after the company reported weaker-than-expected特斯拉的股票在1月初跌了个快板 在公司报告比预期弱之后
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1Today on Forbes, Tesla is no longer Elon Musk's most valuable asset.今天在福布斯,特斯拉不再是埃隆·穆斯克最有价值的资产.
2Elon Musk paid out more than $200 million to help get Donald Trump re-elected in November.埃隆·穆斯克出资2亿多美元帮助唐纳德·特朗普在11月再次当选.
3In the weeks following Trump's victory, Musk more than made that back.在特朗普获胜后的几周里,穆斯克比那还多.
4In fact, he became the first person ever worth $400 billion in December after private investors事实上,他成为12月继私人投资者之后 首个价值4000亿美元的人
5valued his startup XAI at $50 billion, up from $24 billion in May, and Musk's rocket从5月的240亿美元 和穆斯克的火箭上
6maker SpaceX at $350 billion, up from $210 billion in June.制造者SpaceX值3500亿美元,比6月的2100亿美元有所上升.
7That same month, public shareholders drove Tesla's market capitalization to an all-time同月,公共股东将特斯拉的市场资本化 推向了历史
8high of $1.5 trillion.高达1.5万亿美元。
9Then things started to slowly unravel.然后事情开始慢慢地崩溃。
10Tesla's stock hit a speed bump in early January, after the company reported weaker-than-expected特斯拉的股票在1月初跌了个快板 在公司报告比预期弱之后
11deliveries for the fourth quarter of 2024.2024年第四季度交货.
12But Tesla shares started really recoiling on January 21st, the day after President Trump's但特斯拉的股票在特朗普总统的次日1月21日开始真正后退.
13inauguration, when Musk took over as head of Trump's new Department of Government穆斯克就任特朗普新政府部负责人时
14效率,或DOGE。
15Worries over Musk's ability to run the car company while working around the clock figuring担心穆斯克在整夜工作时 管理汽车公司的能力
16out ways to slash federal government spending have sent the stock crashing down 50% from联邦政府支出减少50%
17its high.其高处.
18Tesla bulled Dan Ives of Wedbush Securities in a recent analyst report, in addition to特斯拉在最近一份分析报告中 指责了威德布什证券的丹·艾维斯
19noting that the EV maker's numbers have been soft as of late, wrote, quote,注意到EV制作者的数字最近变得很软,
20On January 29th, Tesla reported that its revenue grew a disappointing 1% to $97.7 billion1月29日,特斯拉报道其收入增长令人失望的1%,达到977亿美元.
21during 2024, while its net income fell for the second straight year to $8.4 billion.2024年,其净收入连续第二年下降到84亿美元。
22Meanwhile, reports have emerged of dramatic declines in Tesla car sales in the first two与此同时,据报道,Tesla汽车销售额在前两次急剧下降。
23months of 2025 in Germany, China and Australia, and analysts at JPMorgan recently cut their在德国、中国和澳大利亚的2025年的月份, 以及JPMorgan的分析家们最近削减了他们的
24global deliveries forecast for the first quarter of 2025 to their lowest level since预测2025年第一季度全球交付量将达到自
25the third quarter of 2022.2022年的第三季度,我们开始
26At the same time, protests against Tesla and Musk have erupted at Tesla dealerships across同时,Tesla和Musk的抗议活动在Tesla的经销商中爆发。
27the U.S.美国
28Perhaps it's not much of a surprise, then, that Musk launched an official appeal a week也许穆斯克一周发起正式呼吁 并不奇怪
29ago of a ruling out of Delaware in January 2024 that voided the record-breaking Tesla2024年1月特拉华州被宣布无效 创纪录的特斯拉
30pay package he was granted in 2018.2018年他获得了报酬包.
31The judge in the case ruled that Musk and Tesla failed to prove that the process underlying该案法官裁定,Musk和Tesla未能证明所依据的程序。
32the award was fair due to conflicts of interest and Musk's, quote, control over the board.由于利益冲突 以及穆斯克对董事会的控制
33Forbes has discounted the underlying stock options from the pay package, worth $65.3福布斯从一揽子薪酬中贴现了基本的股票期权,价值65.3美元。
34billion as of this past Monday's market close, by 50% pending the results of Musk's上个星期一的市场收盘 超过50% 等待穆斯克的结果
35appeal.上诉。
36Excluding those options, Musk owns a 12% stake in Tesla worth $97.8 billion, though he's除了这些选择,穆斯克在特斯拉拥有12%的股份,价值978亿美元,尽管他
37pledged more than half his shares to secure personal loans of up to $3.5 billion.他的股份超过一半 以获得高达35亿美元的个人贷款
38With Tesla crashing, SpaceX is now Elon Musk's most valuable asset for the first time in随着特斯拉的坠毁,SpaceX现在是埃隆·穆斯克最有价值的资产,首次出现在
39five years.5年时间。
40Forbes estimates that Musk's 42% stake in his rocket maker is now worth $147 billion,福布斯估计穆斯克在火箭制造厂的 42% 的股份现在价值1,470亿美元,
41nearly $20 billion more than his Tesla stock and options as of Monday's market close.比他的特斯拉的股票和期权 还要多200亿美元
42The last time Musk's SpaceX stake was worth more than his Tesla stock and options in 2019,上次Musk的SpaceX赌注比他2019年的Tesla股票和期权值更多,
43Musk's entire fortune was only worth about $20 billion.穆斯克的全部财富只值约200亿美元.
44SpaceX, which launches satellites, cargo, and astronauts into orbit for government andSpaceX,将卫星、货物和宇航员送入轨道供政府和
45commercial customers, grew its revenue by 51% to $13.1 billion in 2024, according to商业客户的收入在2024年增长了51%,达到131亿美元。
46SpaceX's Starlink卫星的估计收入
47internet service nearly doubling to $8.2 billion.互联网服务几乎翻一番,达到82亿美元。
48While SpaceX and Tesla still make up more than 80% of Musk's estimated $329 billion虽然SpaceX和Tesla仍然占穆斯克估计的3,290亿美元的80%以上
49net worth, he also owns smaller stakes in XAI, XCorp, formerly Twitter, tunneling startup净值,他还在XAI,XCorp,前Twitter,隧道启动中拥有较小的股份
50Boring Company 还有脑植入公司Neuralink
51Together, those holdings add another $45 billion to Musk's fortune.这些控股加起来又增加了450亿美元穆斯克的财富.
52全面报道 请检查access-date=中的日期值 (帮助) Matt Durow在Forbes.com上的作品.
53This is Kieran Meadows from Forbes.这是来自福布斯的基兰·梅多斯
54Thanks for tuning in.谢谢你的调音
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