November 11 news, since Donald Trump has won the US presidential election, those hedging funds of the company have been short.The billions of dollars clearly felt the effects of the special relationship between President and Tesla CEO Elon Musk.
According to the relevant data, during the closing date of the election day to Friday, the hedge fund book loss of the hedge fund is at least $ 5.2 billion.
Securities company Hazeltree tracks more than 500 hedge fund positions. Another data provided by it shows that in the past four months, many hedge funds have successively lined the short position of Teslas short positionThe size of the funds of Kong Tesla is constantly decreasing.This change has publicly announced the consistency of supporting Trump on July 13 this year.
Among the many billionaires, Musk has become Trumps biggest supporter.Musk used the status of his worlds richest man to push Trump to participate in the campaign and became one of the biggest donors of the US presidential election in 2024.Today, Musks close connection with the elected president has won potential political influence for himself, because Trump clearly stated that he wants to reward his loyal supporters.
Clean Energy Transition CEO Per Lekander of hedge fund management company, said "holding a small number of Tesla short positions in front of the election".He managed to reduce the position, and the ultimate loss was "relatively small."
He acknowledged, "But we still lose some money."
Since the presidential election of the United States on November 5, TeslaThe stock price rose by nearly 30%, and the market value increased by more than US $ 200 billion.Faced with this situation, the hedge funds that had previously made time to take off Tesla have started liquidation.
The weekly data provided by Hazeltree shows that as of November 6, only 7%of hedge funds cleaned Tesla, below 17%below July.However, only 8%of hedge funds are net long.
Although the electric vehicle industry is facing resistance to the overall trade situation, weak consumer demand, and intensified competition, it turns out that it is risky to do Air Tesla.In July of this year, nearly one -fifth of the hedge funds tracked by Hazeltree made Air Tesla, but after Tesla announced the third quarter performance and triggered a significant rebound in the stock price, these hedge funds were caught off guard.
At the same time, according to the performance of Kraneshares Electric Vehicles and Future Mobile Index ETFs, the entire electric vehicle industry has fallen by more than 12%this year, and the decline in 2023 is about 9%EssenceIn contrast, Teslas market value doubled more than doubled last year, and it has risen by about 30%since 2024.
Teslas stock price performance is also in sharp contrast to other stocks in the green field.As the market digestion Trump won the news of the US presidential election, renewable energy stocks such as wind and solar energy have begun to fall. People are worried that Trump will fulfill his promise and reduce incentive measures in clean energy.
Laakand said that he is expected to feel the impact of Trumps anti -climate policy after more than a year.
Although the relationship between President Trump and Musk is closely related, Laikanda said, "Trumps winning the election is very unfavorable for the car company of Tesla."" ".He is expected to "cancel many subsidies that have benefited Teslas benefit" within 12 to 18 months.
Musk has been lobbying, hoping that he can play a role in the government formed by Trump and reduce the government bureaucracy and waste he thinks.Trump quickly responded to this and publicly proposed Musk as a "cost reduction minister."
Edward Lees, manager Edward Lees, manager Edward Lees manager of Paris Asset Management (BNP Paribas Asset Management).A bridge was set up with the US government.Essence
Musk publicly expressed support for Trump in July this year.Since the announcement of the US presidential election, with the rise of Tesla shares, his personal wealth has also increased significantly.According to the Bloomberg billionaire index, in the days after the announcement of the US presidential election, Teslas stock price rose increased Musks net assets by $ 50 billion.Musk managed six companies including X and Space X. In the fierce competition election, he had donated more than $ 130 million to Trump and the campaign of Republican candidates.
Laaknd estimate that the promotion effect brought by Trumps election can account for about one -third of Teslas current $ 300 stock price.He said, "So now holding Tesla stocks is more like a bet, see how much help from Trump to Musk." (Chenchen)
