目光向下
2024-12-31
人家高管转发一个综合了各个卖方分析师的交付量预测，咋就成了交付不及预期的证据了？简直是猪脑子！
特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了
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疯好大听不见
2024-12-31
疯好大听不见
简体中文的大陆帖不都这样？几十年如一日喷各种美股。
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href=\"https://laohu8.com/S/DB\">德意志银行</a>、韦德布什、美银、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、汇丰银行、杰富瑞等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241230133156169v1524a8qqj3mazu\"/><p>尽管可能已无法完成全年交付目标，但是特斯拉“以价换量”的举措将继续执行。</p><p>12月24日，特斯拉中国宣布继续对Model Y车型提供1万元的折扣。</p><p>消费者订购后轮驱动版和长续航全轮驱动版Model Y，在支付尾款时可优惠1万元。以后轮驱动版Model Y为例，减免1万元后的总车价为23.99万元。该优惠此前的截止日期为2024年底，特斯拉方面并未透露此次优惠的最新截止日期。</p><p>同时，特斯拉还对在中国市场销售的Model 3/Y车型提供的五年零息金融方案延长至明年1月底。</p><p>今年4月，特斯拉首次在中国市场推出该政策。在过去的几个月里，特斯拉基本会在每个月末将该政策延长一个月。最近一次是在11月25日，当时该政策被延长至12月31日。</p><p>除了在中国市场降价，特斯拉目前在北美市场推出了限时购车附加权益的优惠政策。消费者在12月31日前提车（含Model S/X/3/Y、Cybertruck）可获得3个月的免费FSD（监督版）使用权和超级充电服务。</p><p>马斯克此前在特斯拉2024年第三季度财报电话会上表示，公司2025年的交付增长预期为20%-30%。</p><p>但若想达成上述增长目标，除了继续对现有车型降价或提供附加购车权益之外，明年1月量产的改款Model Y将继续承担交付主力的重担。由于6座版Model Y直到明年第四季度才可能实现交付，因此该车的贡献将比较有限。</p><p>马斯克还透露，更实惠的车型基于现有生产平台便可生产，最早有望在2025年上半年交付。</p><p>因此，在没有更多新车型发布的情况下，低价版特斯拉届时将会贡献新的增量。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4598":"佩洛西持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSYW.SI":"TESLA 3xLongSG261006","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4581":"高盛持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4099":"汽车制造商","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A 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Y，在支付尾款时可优惠1万元。以后轮驱动版Model Y为例，减免1万元后的总车价为23.99万元。该优惠此前的截止日期为2024年底，特斯拉方面并未透露此次优惠的最新截止日期。同时，特斯拉还对在中国市场销售的Model 3/Y车型提供的五年零息金融方案延长至明年1月底。今年4月，特斯拉首次在中国市场推出该政策。在过去的几个月里，特斯拉基本会在每个月末将该政策延长一个月。最近一次是在11月25日，当时该政策被延长至12月31日。除了在中国市场降价，特斯拉目前在北美市场推出了限时购车附加权益的优惠政策。消费者在12月31日前提车（含Model S/X/3/Y、Cybertruck）可获得3个月的免费FSD（监督版）使用权和超级充电服务。马斯克此前在特斯拉2024年第三季度财报电话会上表示，公司2025年的交付增长预期为20%-30%。但若想达成上述增长目标，除了继续对现有车型降价或提供附加购车权益之外，明年1月量产的改款Model Y将继续承担交付主力的重担。由于6座版Model 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