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Back特斯拉第三季全球電動車銷售量下降2%但高於預期 股價大漲5%
特斯拉第三季全球電動車銷售量下降2%但高於預期 股價大漲5%
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自由时报1 hour agoBusiness2 min readChinaView translation

特斯拉第三季全球電動車銷售量下降2%但高於預期 股價大漲5%

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特斯拉公布第三季全球電動車銷售量為48萬6532輛,較去年同期下降2%,但高於市場預期的48萬2000輛,消息公布後股價大漲5%。儘管受美國稅收抵免即將到期影響去年同期基數較高,且歐洲銷售量增加,但中國及美國市場銷售量預計下滑。分析師指出,儘管通膨持續,美國汽車市場仍展現韌性,消費者有降級購買傾向。

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Why It Matters

特斯拉為全球領先的電動車製造商,其季銷售數據常被視為新能源汽車市場的風向標。美國去年同期曾因稅收抵免優惠將於2025年9月底到期而導致電動車銷售量大幅增加,形成高基數。

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〔中央社〕電動車製造商特斯拉(Tesla)表示,第三季全球電動車銷售量雖較去年同期下滑,但高於市場預期,消息公布後,特斯拉股價今天勁揚。

法新社報導,億萬富豪馬斯克(Elon Musk)旗下的特斯拉第三季(7至9月)共售出48萬6532輛車,較去年同期下降2%,但仍優於多數市場預期。

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美國去年同期的電動車銷售量曾因一項稅收抵免優惠即將於2025年9月底到期而大幅增加,市場原本預期今年第三季銷售量降幅會更大。

美國時間接近中午時,特斯拉股價大漲5.0%。

特斯拉今天公布的數據為全球銷售量,未單獨列出美國市場的銷售數字。不過,由於美伊戰爭導致汽油價格飆漲,市場對電動車興趣增加。

摩根大通(JPMorgan Chase)分析師預估特斯拉第三季銷售量為48萬2000輛。他們指出,歐洲7、8月數據顯示,特斯拉銷售量較去年同期增加,但預計中國及美國市場銷售量下滑。

分析師表示,儘管通膨持續,美國汽車市場仍展現韌性,消費者依然會前往汽車經銷商購車,部分買家負擔不起原本心儀的車款,也會選擇「降級」購買價格較低的產品。(編譯:徐睿承)1151003

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What to Watch

AI outlook — possibilities, not facts

  • 特斯拉股價在短期內可能繼續上揚

    Likely · Within weeks

Open Questions

  • 特斯拉在中國市場的具體銷售表現如何?
  • 美伊衝突對油價的影響將持續多久?
  • 特斯拉是否將調整價策以應對通膨壓力?

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