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异动解读 | 由特朗普优先推动自动驾驶政策和放松监管,特斯拉盘中大涨5.26%

异动解读11-18

特斯拉股价在上周四(11月17日)夜盘出现大涨,涨幅高达5.26%,引起了市场的广泛关注。

从消息面来看,主要原因是美国候任总统特朗普的过渡团队透露,计划将完全自动驾驶汽车的联邦框架列为交通部的优先事项之一。如果新规则真的能够推行,将利好特斯拉发展无人驾驶的士(Cybercab)业务,因为目前联邦法规对于没有方向盘或脚踏板的车辆仍设有重大障碍。

作为特斯拉CEO的马斯克此前曾大力支持特朗普胜选,双方之间存在政治关系和商业利益捆绑。一旦特朗普政府上任,不仅有望对特斯拉的自动驾驶业务放行,并且还可能减弱监管部门如证监会、国家公路交通安全局等对特斯拉的监管力度。

此外,特朗普任命马斯克和其他人领导"政府效率部门",旨在优化政府运作效率并拆解一些官僚机构。虽然这一新机构目前尚不明确,但也给予了市场期待,认为未来特斯拉将在监管环境上获得更大自由。

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