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Mach-E。他强调：“对现代、福特和日产而言，挑战并非来自价格，而是软件。随着全自动驾驶(FSD)技术和车载计算能力与续航里程一样，成为电动汽车体验的核心要素，特斯拉在软件领域的优势正持续扩大。”</p><p>Wedbush Securities分析师Dan Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。</p><p>Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”</p><p>Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”</p><p>Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。</p><p>股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352963.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352963.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) 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Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”Seeking Alpha投资团队负责人Daniel 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