테슬라, 이번엔 분식회계 의혹?…장부서 2조원 사라져

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'target="_blank"' : ''}> <img src="${img_url}" alt="${data.ALT}"> </a> `); }else{ $(".banner-box").remove(); } } , error: function(xhr, status, responseTxt){ console.log(xhr); } }); }); </script>  </div> </div> </div> </div> <div class="nav-cont-group"> <div class="nav-service-mn service-media"> <strong class="tit-service-group">한경미디어</strong> <div class="nav-block-group"> <div class="nav-block"> <ul class="nav__list"> <li> <a href="https://www.wowtv.co.kr" target="_blank" rel="nofollow">한국경제TV</a> </li> <li> <a href="https://www.kedglobal.com" target="_blank" rel="nofollow">KED Global</a> </li> <li> <a href="https://magazine.hankyung.com" target="_blank" rel="nofollow">한국경제매거진</a> </li> <li> <a href="https://www.aiceltech.com/kr" target="_blank" rel="nofollow">한경에이셀</a> </li> <li> <a href="https://www.artetv.co.kr/new/html/main.html" target="_blank" rel="nofollow">한경 arte TV</a> </li> <li> <a href="https://www.hkphil.com/" target="_blank" rel="nofollow">한경 arte 필하모닉</a> </li> <li> <a href="https://bp.hankyung.com" target="_blank" rel="nofollow"><span class="txt-en">BOOK</span></a> </li> <li> <a href="https://ac.hankyung.com" target="_blank" rel="nofollow">한경아카데미</a> </li> <li> <a href="https://ooh.hankyung.com/" target="_blank" rel="nofollow">한경블루애드</a> </li>  <li> <a href="https://sgsg.hankyung.com" target="_blank" rel="nofollow">생글생글</a> </li> <li> <a href="https://jrsgsg.hankyung.com" target="_blank" rel="nofollow">주니어 생글생글</a> </li> <li> <a href="https://www.tesat.or.kr" target="_blank" rel="nofollow">TESAT</a> </li> <li> <a href="https://www.29sfilm.com" target="_blank" rel="nofollow">29초영화제</a> </li> <li> <a href="https://itcampus.hankyung.com" target="_blank" rel="nofollow">교육센터</a> </li> <li> <a href="https://bloomingbit.io" target="_blank" rel="nofollow">블루밍비트</a> </li> <li> <a href="https://kizmom.hankyung.com" target="_blank" rel="nofollow">키즈맘</a> </li> <li> <a href="https://www.fortunehills.co.kr/Default.aspx" target="_blank" rel="nofollow">포천힐스</a> </li> </ul> </div> </div> </div>  <div class="allmenu-serach-wrap"> <strong class="tit-service-group">빠른 메뉴 찾기</strong> <div class="allmenu-serach-inner search-menu"> <div class="search-input-area"> <div class="search-input"> <input type="search" name="" placeholder="메뉴를 검색해 보세요." aria-label="검색어 입력" autocomplete="off" class="inp-field" value=""> <button type="button" class="btn-inp-reset" style="display:none"> <span class="blind">검색어 삭제</span> <i class="icon--cir-x"></i> </button> </div> </div> <div class="search-auto-layer"> <ul class="kwd-list"></ul> <button type="button" class="btn-close-auto"> <span class="blind">자동완성창 닫기</span> </button> </div> </div> </div> <script type="module" src="https://static.hankyung.com/resource/menu/w.js?v=20250114_1"></script> </div> </div> </div> </li>  </ul> </nav> <div class="hk-top__util">  <div class="item hk-top__search"> <button type="button" class="btn-total-search"> <span class="blind">통합검색</span> </button> <div class="hk-top__search__layer"> <form action="https://search.hankyung.com/apps.frm/search.total" method="get"> <fieldset> <legend>한국경제 통합검색</legend> <div class="layer__inner"> <div class="search__input__wrap"> <div class="search__input"> <input type="search" name="query" placeholder="뉴스 · 종목 검색" aria-label="검색어 입력" autocomplete="off" class="inp-field" value=""> <button type="button" class="btn-inp-reset" style="display: none;"> <span class="blind">검색어 삭제</span> <i class="icon--cir-x"></i> </button> </div> <button type="submit" class="btn-search" style="display: none;"> <span class="blind">검색</span> </button> </div> <div class="search__auto__wrap"> <ul class="autocomplete-result"></ul> </div> <button type="button" class="btn-close"> <span class="blind">검색창 닫기</span> </button> </div> </fieldset> </form> </div> </div> <script> $(document).ready(function(){ // 검색 레이어 열고/닫기 $('.hk-top__search .btn-total-search').click(function() { $('.hk-top__search .btn-inp-reset').trigger('click'); $('.hk-top__search').toggleClass('active'); $('.hk-top__search__layer input[type=search]').focus(); }); $('.hk-top__search .btn-close').click(function() { $('.hk-top__search').removeClass('active'); }); $(document).on('mouseup',function(e){ if (!$(e.target).hasClass('hk-top__search__layer') && !$(e.target).parents().hasClass('hk-top__search__layer')) { $('.hk-top__search').removeClass('active'); }; }); // 검색어 입력시 종목정보 호출 $('.hk-top__search input[type=search]').on('keyup', function(){ if($(this).val().length < 2){ $('.hk-top__search .btn-inp-reset').hide(); $('.hk-top__search .btn-search').hide(); $('.hk-top__search .hk-top__search__layer').removeClass('auto'); return false; } $('.hk-top__search__layer .btn-inp-reset').show(); $('.hk-top__search__layer .btn-search').show(); $.get('https://www.hankyung.com/ext-api/search-autocomplete?keyword='+encodeURI($(this).val()), function(data, status) { if(data.length == 0){ $('.hk-top__search .hk-top__search__layer').removeClass('auto'); return; } $(".hk-top__search .autocomplete-result").html(''); $.each(data, function(idx, val){ $(".hk-top__search .autocomplete-result").append(` <li class="type-stock"> <a href="${val.url}" title="${val.code}"> <span class="code">${val.code}</span> <span class="name">${val.name}</span> <span class="category">${val.market}</span> </a> </li> `); }); $('.hk-top__search .hk-top__search__layer').addClass('auto'); }); }); // 검색어 삭제 $('.hk-top__search .btn-inp-reset').on('click', function(){ $('.hk-top__search input[type=search]').val(''); $('.hk-top__search .btn-inp-reset').hide(); $('.hk-top__search .btn-search').hide(); $('.hk-top__search .hk-top__search__layer').removeClass('auto'); }); }); </script>   <div class="item hk-top__user">  <button type="button" class="btn-hk-user before-login" style="display: none;"> 로그인 </button>  <button type="button" class="btn-hk-user after-login" style="display: none;"> <span class="blind">회원 메뉴</span> </button> <div class="hk-user__layer"> <div class="layer-inner">  <div class="hk-user__info before" style="display: none;"> <div class="hk-user__btns"> <a href="https://member.hankyung.com/apps.frame/sso.join" class="btn-join return-url" rel="nofollow"> <span class="txt">회원가입</span> </a> <a href="https://member.hankyung.com/apps.frame/login" class="btn-login return-url" rel="nofollow"> <span class="txt">로그인</span> </a> </div> <div class="info__panel"> <div class="info-item info-msg"> <p><strong>한국경제 회원이 되어 보세요</strong></p> <p>지금 바로 한국경제 회원으로 가입하시고, 독점 혜택을 누려보세요</p> </div> <ul class="info-item member-benefit"> <li>특별한 뉴스와 분석 보고서 접근</li> <li>주식 시장 및 경제 동향에 대한 최신 정보</li> <li>한경만의 독자적인 콘텐츠에 대한 접근</li> <li>이벤트 및 세미나 참가 기회</li> </ul> <p class="info-item txt"> 이미 회원이시면 <strong><a href="https://member.hankyung.com/apps.frame/login" class="return-url">로그인</a></strong>을 클릭해 주세요 </p> </div> <div class="hk-user__links"> <div class="item"> <a href="https://www.hankyung.com/help" class="item" rel="nofollow">고객센터</a> </div> </div> </div>  <div class="hk-user__info after" style="display: none;"> <div class="info__mypages"> <div class="my-item my-item-account"> <a href="https://member.hankyung.com/apps.frame/member.main" class="my-item__link return-url"> <div class="my-item__icon account-email-icon"></div> <div class="my-item__txt"> <p class="tit account-email"></p> <p class="desc">계정관리</p> </div> </a> </div>  <div class="my-item my-item-myhankyung"> <a href="https://www.hankyung.com/myhankyung" class="my-item__link"> <div class="my-item__txt"> <p class="tit">My한경</p> <p class="desc">한경 AI</p> </div> </a> </div> <p class="info-txt">한경 AI로 맞춤 뉴스와 빠른 검색을 경험하세요!</p>  <div class="my-item my-item-subscribe"> <a href="https://www.hankyung.com/pay" class="my-item__link"> <div class="my-item__txt"> <p class="tit">구독</p> <p class="desc">유료 상품</p> </div> </a> </div> </div> <div class="hk-user__links"> <div class="item"> <a href="https://member.hankyung.com/apps.frame/login.work.logout" class="return-url">로그아웃</a> </div> <div class="item"> <a href="https://www.hankyung.com/help" class="item" rel="nofollow">고객센터</a> </div> </div> </div> </div> <button type="button" class="btn-close-layer"> <span class="blind">회원 메뉴 닫기</span> </button> </div> </div> <script> // 로그인 여부 체크 function signInCheck(){ // 운영/개발서버 회원 도메인(member) 분기 let is_stg = false; if(location.host != location.host.replace("stg-", "") ){ is_stg = true; } const url = escape(document.location.href); $('.hk-top__user .hk-user__info a.return-url').each(function(index,element){ let member_url = $(element).attr('href'); if(is_stg == true){ member_url = member_url.replace("https://member.hankyung.com", "https://stg-member.hankyung.com"); } $(element).attr('href', member_url+'?url='+url); }); const user_id = $.cookie('UserId'); const tokenCookie = $.cookie('ssoToken'); if(!tokenCookie){ $('.hk-top__user .btn-hk-user.before-login').show(); $('.hk-top__user .hk-user__info.before').show(); $('.hk-top__user .btn-hk-user.after-login').remove(); $('.hk-top__user .hk-user__info.after').remove(); return false; } let checkFlag = true; if( $.cookie('ssoTokenCheckTime') && user_id){ const checkTime = $.cookie('ssoTokenCheckTime'); const today = new Date().toISOString().substring(0,10); if( checkTime == today ) checkFlag = false; } if(!checkFlag){ setSingInfo({result_code:'0000'}); return false; } // 2024.09.26 운영/stg 토큰 구분 추가 tokenUrl = "https://member.hankyung.com/apps.frame/sso.check.token"; if(is_stg == true){ tokenUrl = "https://stg-member.hankyung.com/apps.frame/sso.check.token" } $.ajax({ type : "POST", url : tokenUrl, crossDomain: true, dataType: 'jsonp', jsonp: 'jsonp_callback', data : {'token' : tokenCookie, 'key' : "a8bdf898783883b64503b8915deeb57767f935a24daf44150723299c01c8898a", 'fn' : "setSingInfo" } }); } function setSingInfo(result){ if(result.result_code != "0000"){ $('.hk-top__user .btn-hk-user.before-login').show(); $('.hk-top__user .hk-user__info.before').show(); $('.hk-top__user .btn-hk-user.after-login').remove(); $('.hk-top__user .hk-user__info.after').remove(); return false; } $('.hk-top__user .btn-hk-user.before-login').remove(); $('.hk-top__user .hk-user__info.before').remove(); // 브라우저 종료시 만료되는 쿠키를 셋팅한다. $.cookie('ssoTokenCheckTime', new Date().toISOString().substring(0,10), { expires: null, path: '/', domain: 'hankyung.com'}); // 이름대신 통합회원ID 입력 let iconLoginType = 'icon-mylogin-email'; if($.cookie("login_type")){ iconLoginType = 'icon-mylogin-'+$.cookie("login_type"); } const textLoingTypes = { 'icon-mylogin-email':'한경으로 로그인', 'icon-mylogin-kakao':'카카오로 로그인', 'icon-mylogin-naver':'네이버로 로그인', 'icon-mylogin-google':'구글로 로그인', 'icon-mylogin-apple':'애플로 로그인' } const textLoingType = textLoingTypes[iconLoginType]; $('.hk-top__user .hk-user__info.after .my-item-account .my-item__icon').html('<span class="'+iconLoginType+'"><span class="blind">'+textLoingType+'</span></span>'); $('.hk-top__user .hk-user__info.after .my-item-account .my-item__txt .account-email').text($.cookie("SSOid")); $('.hk-top__user .btn-hk-user.after-login').show(); $('.hk-top__user .hk-user__info.after').show(); } $(document).ready(function(){ signInCheck(); // 회원 레이어 열고/닫기 $('.btn-hk-user').on("click", function() { $('.hk-top__user').toggleClass('active'); }); $('.hk-user__layer .btn-close-layer').on("click", function() { $('.hk-top__user').removeClass('active'); }); // 레이어닫기 $(document).on('mouseup',function(e){ if (!$(e.target).hasClass('hk-user__layer') && !$(e.target).parents().hasClass('hk-user__layer')) { $('.hk-top__user').removeClass('active'); }; }); }); </script>  </div> </div> </div> <div class="promotion-nav-wrap"> <div class="promotion-nav"></div> <div class="promotion-nav-all"><ul></ul></div> </div> <script> if($.fn.slick == undefined){ $('head').append('<link rel="stylesheet" href="https://hkstatic.hankyung.com/resource/common/library/slick/v1.8.1/slick.css">'); slickScript = document.createElement('script'); slickScript.src = "https://hkstatic.hankyung.com/resource/common/library/slick/v1.8.1/slick.min.js"; document.head.appendChild(slickScript); } function setSectionNavigationPostion(){ let path = document.location.pathname; if(path != '/' && path.lastIndexOf('/') == path.length -1){ path = path.slice(0, -1); } let menuarray = path.split("/"); menuarray.shift(); if(menuarray.length == 1 && !path.includes('all-news')){ return false; } // console.log(path); $('.section__nav .section__gnb > li > a').each(function(index, element){ // 2024.11.07 url에 상대경로 있는 경우 const url = new URL($(element).attr('href'), location.origin); let linkpath = url.pathname; if(linkpath.lastIndexOf('/') == linkpath.length -1){ linkpath = linkpath.slice(0, -1); } if(path == linkpath){ $(element).closest('li').addClass('on'); return false; } }); $('.section__nav .section__gnb .nav-dropdown__menu a').each(function(index, element){ // 2024.11.07 url에 상대경로 있는 경우 const url = new URL($(element).attr('href'), location.origin); let linkpath = url.pathname; if(linkpath.lastIndexOf('/') == linkpath.length -1){ linkpath = linkpath.slice(0, -1); } if(path == linkpath){ $(element).closest('li.nav-dropdown').addClass('on'); return false; } }); } $(function () { let is_stg = false; if(location.host != location.host.replace("stg-", "") ){ is_stg = true; } // 2024.07.30 스크롤이 0일때는 버튼 미노출, 스크롤이 0보다 크면 버튼 노출되도록 수정 by yongt // $(window).scroll(function(){ // if($(this).scrollTop() > 0){ // $("html").addClass("isSticky"); // }else{ // $('html').removeClass('isSticky'); // } // }); // 2024.10.07 hk-header 높이에 따라 html sticky class 적용되도록 수정 by yongt // Sticky header let headerTop = $('.hk-header').offset().top; let headerH = $('.hk-header').outerHeight(); // 초기 .hk-header 높이 세팅(fixed 후 스크롤 움직임 방지) $('.hk-header').css('height',headerH); // 스크롤이 헤더 영역을 지나면 html태그에 .isSticky 토글 // --fixedHeader-h 변수(css에서 계산식 활용)에 .hk-header__inner 높이값을 적용 by jun 2025.02.21 $(window).scroll(function() { let winScr = $(this).scrollTop(); if (winScr > headerTop + headerH) { $('html').addClass('isSticky'); $('#container').get(0).style.setProperty('--fixedHeader-h', `${$('.hk-header__inner').outerHeight()}px`); } else { $('html').removeClass('isSticky'); $('#container').get(0).style.removeProperty('--fixedHeader-h'); } }); setSectionNavigationPostion(); // 프로모션 정보 호출 let promotionUrl = 'https://www.hankyung.com/ext-api/promotion'; if(is_stg == true){ promotionUrl = 'https://stg-www.hankyung.com/ext-api/promotion'; } $.get(promotionUrl, function(data, status){ if(data.length == 0){ $('.promotion-nav-wrap').remove(); return; } $.each(data, function(idx, val){ $(".promotion-nav-wrap .promotion-nav").append('\ <div class="item">\ <a href="'+val.link+'" '+(val.isblank == 'Y' ? 'target="_blank" rel="nofollow"' : '')+'>'+val.title+'</a>\ </div>\ '); $(".promotion-nav-wrap .promotion-nav-all ul").append('\ <li>\ <a href="'+val.link+'" '+(val.isblank == 'Y' ? 'target="_blank" rel="nofollow"' : '')+'>'+val.title+'</a>\ </li>\ '); }); $('.promotion-nav a, .promotion-nav-all').on({ mouseenter: function () { $('.promotion-nav-all').addClass('on'); }, mouseleave: function () { $('.promotion-nav-all').removeClass('on'); } }); $('.promotion-nav').slick({ rows: 0, vertical: true, verticalSwiping: true, arrows: false, dots: false, autoplay: true, speed: 300, pauseOnHover: false, }); }); // gnb 메뉴 활성화 blur 처리 $('.nav-dropdown[data-event="hover"]').on('mouseout',function(){ $(this).find('.nav-dropdown__toggle, .nav-link').blur(); }); /* // 2025.01.14 프로모션 배너 정보 스크립트 이동 // 2024.10.31 프로모션 배너 정보 호출 추가 let gnb_banner_url = "https://www.hankyung.com/ext-api/gnb-banner"; if(is_stg == true){ gnb_banner_url = "https://stg-www.hankyung.com/ext-api/gnb-banner"; } $.get(gnb_banner_url, (data) => { if(data){ $(".banner-box").append(` <a href="${data.URL}" ${data.IS_OUTER == 'Y' ? 'target="_blank"' : ''}> <img src="${data.IMG2_URL}" alt="${data.ALT}"> </a> `); }else{ $(".banner-box").remove(); } }); */ // 2025.01.16 gnb hover시 다른 메뉴 blur $('.main__gnb > li').on("hover", function() { $(this).siblings().find('*').blur(); }); }); </script> <div class="section__gnb__wrap"> <div class="section__logo__area"> <h1 class="section__logo"> <a href="https://www.hankyung.com/globalmarket" class="section__title logo__globalmarket"> <span class="blind">한경글로벌마켓</span> </a> </h1> </div> <nav class="section__nav" aria-label="section navigation"> <ul class="section__gnb"> <li class="nav-dropdown" data-event="hover"> <a href="https://www.hankyung.com/globalmarket/news-globalmarket" class="nav-link nav-dropdown__toggle">뉴스</a> <div class="nav-dropdown__menu"> <div class="nav-dropdown-inner"> <ul class="nav__list"> <li> <a href="https://www.hankyung.com/globalmarket/news-globalmarket">글로벌마켓 전체뉴스</a> </li> <li> <a href="https://www.hankyung.com/globalmarket/news-wallstreet-now">김현석의 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c0.26,0,0.46-0.21,0.46-0.46V6.3C18.36,6.04,18.15,5.83,17.89,5.83z" fill="#121212"></path> </svg> <span class="blind">프린트</span> </button> <div class="hk__tooltip top"> 프린트 </div> </li> </ul> </div> </div> <div class="article-body-wrap"> <div class="summary"> FT, 테슬라 14억달러 분식회계 의혹 제기<br /> 자본지출 63억달러인데 자산 49억달러만 늘어<br /> <br /> 머스크 DOGE 집중하는 사이 테슬라 악재 분출<br /> 사이버트럭 4만6000대 리콜…출시 후 8번째<br /> 독일 공장선 노조 영향받아 "근로조건 개선"<br /> 밴쿠버선 反머스크 감정에 오토쇼서 배제<br /> 테슬라 강세론자도 "머스크 결정의 순간" </div> <div class="article-body" id="articletxt" itemprop="articleBody"> <figure class="article-figure"> <div class="figure-img"> <img src="https://img.hankyung.com/photo/202503/01.39885646.1.jpg" alt="일론 머스크 테슬라 최고경영자(CEO)의 업무효율부(DOGE) 구조조정에 반대하는 시위자가 지난달 시애틀 테슬라 전시장 밖에서 '테슬라를 팔고 주식을 매도하라'는 푯말을 들고 서 있다. AP"> </div> <figcaption class="figure-caption" style="width:1200px;">일론 머스크 테슬라 최고경영자(CEO)의 업무효율부(DOGE) 구조조정에 반대하는 시위자가 지난달 시애틀 테슬라 전시장 밖에서 '테슬라를 팔고 주식을 매도하라'는 푯말을 들고 서 있다. AP</figcaption> </figure> 미국 전기차 기업 테슬라가 분식회계를 했다는 의혹이 제기됐다. 2023년 하반기 테슬라의 자본지출 대비 자산 평가액이 14억달러(약 2조원)가량 부족하다는 주장이다. 단순한 회계 실수일 가능성도 있으나, 일론 머스크 최고경영자(CEO)가 최근 정부효율부(DOGE) 업무에 집중하면서 본업인 테슬라 경영에 소홀해진 결과 아니냐는 지적이 나온다.<h2 class="hk_sub_headline"><span style="color:#436f91"> "머스크 내부 통제 잃었나"</span></h2> 파이낸셜타임즈(FT)는 지난 19일(현지시간) 지난해 하반기 테슬라의 대차대조표를 분석한 결과 테슬라가 '금융 리스를 제외한 부동산 및 장비 구매'에 63억달러로 지출한 반면 '부동산, 공장 및 장비' 가치는 49억달러가 상승했다고 지적했다. 14억달러 규모의 회계 공백이 발생한 셈이다.<br /><br /> 루지 헤일 펜실베이니아대 와튼스쿨 회계학 교수는 "보고된 수치가 완전히 합산되지 않는 경우는 대부분 이러한 계정(유형자산 및 관련 감가상각 누계액)의 순 변동만 볼 수 있고 진행 중인 모든 세부 거래를 볼 수 없기 때문"이라고 분석했다. 테슬라가 일부 고정 자산을 매각하거나, 인수·합병(M&A) 또는 환율에 따른 변동이 있을 때 숫자가 맞지 않을 수 있다는 얘기다. 다만 테슬라의 장기 자산 80%가량이 미국에 있어 환율 변동에 따른 조정은 크지 않을 것이라는 분석이 지배적이다.<br /><br /> 이러한 유형자산 지출 대비 자산가치 상승분의 괴리는 최근 5년 테슬라의 대차대조표를 살펴봐도 이례적이라는 평가다. 지난해 4분기 테슬라의 유형자산 가치 상승분은 지출 대비 21억6900만달러 적었다. 최근 5년 간 이 격차는 7억2700만달러에서 -5억9300만달러 사이를 오갔다.<br /><br /> FT는 이러한 현상이 "테슬라의 내부 통제가 취약하다는 것을 나타내는 위험 신호일 수 있다"고 지적했다. 실제 자산 가치에 기여하지 않는 운영 비용을 투자지출로 분류해 이익을 인위적으로 높이려는 시도일 수 있다는 것이다. 야첵 벨크 베를린응용과학대 기업금융학 교수는 "(실제로 부풀려졌지만) 건강해 보이는 영업 현금흐름은 긍정적인 재무 현금 흐름과 일치하는 경향이 있다"고 했다. 테슬라는 이러한 의혹에 별도 입장을 내지 않았다.<h2 class="hk_sub_headline"><span style="color:#436f91"> DOGE 집중한 사이 곳곳에 악재</span></h2> 머스크 CEO가 DOGE 업무에 집중하는 사이 테슬라는 사이버트럭 리콜, 반(反) 테슬라 시위, 독일 공장 직원들의 근무환경 개선 요구 등 각종 악재에 휘말리고 있다.<br /><br /> 테슬라는 20일 자사 전기 픽업트럭인 사이버트럭 4만6000대를 리콜한다고 밝혔다. 운전 중 스테인리스강으로 된 외부 패널이 떨어져 나가는 문제를 해결하기 위한 조치다. 리콜 대상 차량은 2023년 11월 출시 이후 지난달까지 판매된 차량 대부분이다. 사이버트럭 리콜은 지난해 1월 이후 8번째다. <figure class="article-figure"> <div class="figure-img"> <img src="https://img.hankyung.com/photo/202503/01.39885657.1.jpg" alt="20일(현지시간) 미국 텍사스주 오스틴 한 테슬라 매장 앞에 사이버트럭이 주차돼있다. AFP"> </div> <figcaption class="figure-caption" style="width:1200px;">20일(현지시간) 미국 텍사스주 오스틴 한 테슬라 매장 앞에 사이버트럭이 주차돼있다. AFP</figcaption> </figure> 독일에서는 근로조건을 개선하라는 요구가 터져 나왔다. 이날 독일 금속산업노조(IG메탈)는 브란덴부르크 기가팩토리 현장직 직원의 약 3분의1인 3000여명이 더 많은 휴식과 나은 인력배치를 보장하고 관리자의 괴롭힘을 줄여달라는 내용의 탄원서에 서명했다고 밝혔다. 테슬라 기가팩토리는 독일 자동차 공장 중 유일한 무노조 작업장으로 운영되고 있으나 IG메탈은 "노조가 없는 구역은 없다. 화성에도 노조는 있을 것"이라며 브란덴부르크 작업장에서 영향력을 확대하고 있다.<br /><br /> 한편 테슬라는 지난 19일부터 진행되는 캐나다 밴쿠버 국제 오토쇼에 참가할 수 없게 됐다. 주최 측이 캐나다 전역에서 벌어지고 있는 반(反) 머스크 시위로 인한 안전 문제를 들어 테슬라를 참여 기업에서 제외하면서다. 도널드 트럼프 미국 대통령과 머스크 CEO 주도로 미국이 캐나다와 무역전쟁을 벌이면서 캐나다인들의 대미감정이 악화했고, 그 불똥이 테슬라로 튄 것이다.<br /><br /> 테슬라 강세론자로 잘 알려진 웨드부시의 댄 아이버스 애널리스트는 머스크 CEO가 트럼프 대통령과의 정치적 협력으로 "브랜드 토네이도 위기를 겪고 있다"라고 20일 경고했다. 아이버스는 "내러티브를 바꾸기 위해서는 DOGE의 균형을 맞추고, 테슬라의 CEO가 되겠다고 선언해야 한다"며 "이 결정을 할 사람은 머스크 한 사람 뿐"이라고 조언했다. 테슬라 주가는 이날 전거래일보다 0.17% 내린 236.26달러로 마감했다. 연초 대비 37.71% 하락한 수준이다.<br /><br />김인엽 기자 inside@hankyung.com </div> </div> <div class="empathy-wrap not_personal_service"> <button type="button" class="btn-like" data-kind="1" data-reaction="good" onclick="clickReaction('202503219289i', 1, this)"> 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