[일:] 2025년 03월 28일

Tesla faces significant challenges due to proposed 25% tariffs on foreign-made vehicles, impacting vital imported components like batteries. Stock prices fell nearly 6%, while sales, particularly in Europe, are declining. Despite this, analysts remain optimistic about Tesla’s long-term potential, driven by future innovations and a strategic vision. Competitors, like BYD, are also advancing rapidly, increasing pressure on Tesla in the electric vehicle market.

President Trump announced a 25% tariff on foreign-made cars to support domestic manufacturing, effective April 2. This led to stock declines for automakers like GM and Ford. Critics warn of higher consumer prices and inflation risks. Ongoing trade tensions with Canada and Mexico complicate the automotive industry’s stability, despite some signs of market recovery. The implications of these tariffs could hinder demand and slow economic recovery, raising concerns about long-term investment strategies.

U.S. stocks fell sharply, especially in tech and auto sectors, amid concerns over potential auto tariffs announced by President Trump. Nvidia and Tesla stocks dropped notably. Microsoft canceled data center leases, impacting AI stocks. Regulatory pressures in China challenge Nvidia. Alibaba warns of an AI construction bubble. South Korean startup FuriosaAI rejected an $800 million buyout, signaling confidence in its technology. Overall, market volatility continues, highlighting risks and opportunities in the evolving tech landscape.

Nio’s stock recently surged over 20% due to strong sales and Chinese government support. The company has sold over 20,000 units monthly for four months. However, investors should be cautious of economic uncertainties and rising competition from firms like BYD and Tesla, which are innovating rapidly in charging technology and pricing strategies.