尽管交货量增加,但里维昂的股票仍然下降,原因是由于EV税抵免和关税到期,前景暗淡。
Rivian's stock dropped despite higher deliveries, citing weaker outlook due to expired EV tax credits and tariffs.
尽管第三季度汽车交付量同比增长 32%,但 Rivian 的股价仍下跌,因为该公司下调了全年交付指引,并称由于联邦电动汽车税收抵免到期和新关税导致第四季度前景疲软。
Rivian's stock fell despite a 32% year-over-year increase in third-quarter vehicle deliveries, as the company cut its full-year delivery guidance and cited weaker fourth-quarter outlook due to expired federal EV tax credits and new tariffs.
该公司在Q4 2024年实现了第一个正毛利润,降低了每辆汽车的成本,但预计经2025年调整的EBITDA损失为2025亿到25亿美元。
The company achieved its first positive gross profit in Q4 2024 and reduced costs per vehicle, but expects a 2025 adjusted EBITDA loss of $2–2.5 billion.
由于有75亿美元的现金,里维昂正准备在2026年启动其价格较低的R2模型,尽管专家警告说,由于7 500美元的税收抵免结束,2026年销售额可能大大下降。
With $7.5 billion in cash, Rivian is preparing for the 2026 launch of its lower-priced R2 model, though experts warn sales could be significantly weaker in 2026 due to the end of the $7,500 tax credit.
如果更新R2、R3和R3X模型表明市场潜力巨大,即将于11月提交的收入报告可能会增强投资者的信心。
An upcoming earnings report in November may boost investor confidence if updates on the R2, R3, and R3X models signal strong market potential.