坏消息:民主党对特斯拉的打压行动失败,购买意愿正在恢复。
Bad News Democrats: Tesla Takedown Operation Fails As Purchase Sentiment Recovers

原始链接: https://www.zerohedge.com/markets/bad-news-democrats-tesla-takedown-operation-fails-purchase-sentiment-recovers

根据最新分析,一场旨在损害特斯拉声誉和销量的协同行动——被称为“特斯拉瓦解”——在今年初对消费者情绪产生了重大影响。据称,这项行动由与民主党有关联的团体、亿万富翁资助者和左倾媒体推动,旨在向埃隆·马斯克施压,特别是由于他努力解决联邦机构中的浪费和欺诈问题,从而扰乱相关非营利组织的资金流。 这项行动模仿了之前对特朗普政府使用的策略,包括负面新闻、抗议活动,甚至包括纵火焚烧展厅等暴力行为。高盛分析师马克·德拉尼的数据显示,特斯拉的净购买意愿(NPI)在压力达到顶峰时急剧下降。 然而,报告指出,NPI近期有所恢复,表明对特斯拉品牌的积极情绪正在反弹。作者将此视为对那些试图破坏“美国优先”议程的人的一次挫折,暗示了民主党关联势力发起政治动机行动的更广泛模式。

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原文

Sentiment around Elon Musk's Tesla brand has significantly improved from the low levels seen earlier this spring, following a coordinated takedown effort by Democratic-aligned billionaire-funded NGOs, left-wing activist networks, far-left militant groups, progressive lawmakers, and left-leaning corporate media operating in what appeared to be a decentralized manner (really in unison) with one objective: damaging the company's reputation and crush sales to force Musk out of DOGE. 

At the time, Musk was leading the DOGE efforts to combat waste, fraud, and abuse in federal agencies. Democratic-aligned interests and their billionaire funders were infuriated that Musk and the Trump administration disrupted the magic money tree that funneled taxpayer dollars into their nonprofit networks. 

The response mechanism of the same leftist political machinery that targeted Trump for his America First beliefs, such as the BLM riots and other color-revolution-style efforts to delegitimize his presidency, was redirected by left-wing activist networks (protest industrial complex) toward killing Tesla. These operations were shielded behind nonprofits and front groups in a sinister effort called "Tesla Takedown."

From Tesla showrooms getting firebombed by far-left militant groups to leftist politicians rooting for the company's bankruptcy to coordinated protest activity at showrooms and the endless streams of negative press by left-leaning corporate press, painting Musk as quite literally Hitler, the highly coordinated pressure campaign actually did work and crushed consumer sentiment around the brand. 

To visualize this brand-damaging campaign, we turn to Goldman analyst Mark Delaney's latest note on the U.S. auto sector. In it, we find HundredX Net Purchase Intent data, a metric that estimates how likely a consumer (or group of consumers) is to buy a product or service within a given timeframe.

The data show that while NPI had been drifting lower in 2024 due to higher auto-loan rates and slowing EV sales, it began plunging in 1Q25 and didn't bottom until late spring. This sharp dip in NPI coincides with the Tesla Takedown pressure campaign mounted by Democratic-aligned groups to kill the brand

"Tim Walz made this retarded comment."  

However, there's bad news for Democrats and their billionaire backers who were determined to derail America First: NPI has now staged a recovery and is back in positive territory.

Here's a refresher on how the Democratic Party operates with pressure campaigns that are all part of the same color revolution wheel, trying to collapse the America First agenda: 

Democratic leaders lack a coherent economic plan (well, besides socialism and Marxism) or long-term national strategy to ensure U.S. competitiveness into the 2030s. Democratic-aligned NGOs and activist networks are primarily focused on regime change in the White House and hellbent on derailing America First via their color-revolution-style operations. 

Related:

Political warfare is ramping up. The left has already resorted to violence via militant groups. This will get a lot worse before it gets better unless reforms are seen across the entire nonprofit world.

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