Tesla预测,以税收抵免到期、竞争和没有新模式为由,Q4车辆交货下降15%。 Tesla forecasts 15% drop in Q4 vehicle deliveries, citing tax credit expiration, competition, and no new models.

Tesla预计第四季度车辆交付量年年下降15%,预计约为423 000个单位,标志着销售量连续两年下降。 Tesla expects a 15% year-over-year decline in fourth-quarter vehicle deliveries, projecting around 423,000 units, marking the second consecutive annual drop in sales. 经济下滑是由于美国联邦EV税抵免到期、全球竞争加剧以及缺乏新的车辆模式。 The downturn is attributed to the expiration of the U.S. federal EV tax credit, increased global competition, and a lack of new vehicle models. 尽管交付量下降,但2025年特斯拉的股票增长了14%以上,其驱动力是投资者对其在机器人轴、人工智能和人造机器人方面的长期雄心充满信心。 Despite declining deliveries, Tesla's stock has risen over 14% in 2025, driven by investor confidence in its long-term ambitions in robotaxis, artificial intelligence, and humanoid robots. 该公司在投资者关系站点上分享了分析师的预测,这是罕见的举动,表明要加强检查。 The company has shared analyst-derived forecasts on its investor relations site, a rare move signaling heightened scrutiny. 分析员预测2025年交付164万次,比2024年减少8%,预计2026年将恢复,因为成本较低的模式3和模型Y的变种将获得牵引力。 Analysts project 1.64 million deliveries for 2025, down 8% from 2024, with a recovery expected in 2026 as lower-cost Model 3 and Model Y variants gain traction.