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2025-04-03
说说你对这篇新闻的看法...
盘中上演大逆转！特斯拉Q1交付量未达预期，马斯克或离职DOGE传闻后股价回升
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05:56","market":"us","language":"zh","title":"盘中上演大逆转！特斯拉Q1交付量未达预期，马斯克或离职DOGE传闻后股价回升","url":"https://stock-news.laohu8.com/highlight/detail?id=1128279559","media":"华尔街见闻","summary":"交付量下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。随后，Politico传言马斯克将在几周后退出DOGE顾问角色，特斯拉盘中拉涨，最终收涨5.31%，此前早盘一度跌6.4%。特斯拉第一季度销量大幅下滑，跌至2022年第二季度以来最低水平，远低于市场预期。股价方面，特斯拉Q1交付数据公布后，特斯拉美股盘初跌超6.4%。马斯克或离职DOGE传闻后，特斯拉股价反弹、最终收涨5.33%。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Q1交付量336681辆，同比跌13%至2022年以来最低。交付量下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。随后，Politico传言马斯克将在几周后退出DOGE顾问角色，特斯拉盘中拉涨，最终收涨5.33%，此前早盘一度跌6.4%。白宫新闻发言人确认该新闻不属实，但表示马斯克将在完成使命时离开公职，马斯克本人也指认Politico新闻为假。</p></blockquote><p style=\"text-align: justify;\">特斯拉第一季度销量大幅下滑，跌至2022年第二季度以来最低水平，远低于市场预期。下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。</p><p style=\"text-align: justify;\">4月2日，特斯拉公布第一季度全球交付数据：</p><blockquote><ul style=\"\"><li><p>特斯拉第一季度交付量336681辆，同比下降13%，预估390343辆，创下自2022年第二季度以来最低水平。</p></li><li><p>Model 3/Y 交付量323800辆，同比-12%，预估381536。</p></li><li><p>汽车产量362615辆，同比-16%，预估412148。</p></li><li><p>Model 3/Y 产量345454辆，同比-16%，预估400777。</p></li></ul></blockquote><p style=\"text-align: justify;\">根据中国乘联会周三发布的数据，<strong>特斯拉上海工厂3月份批发出货量同比下降超过11%，降至78828辆。</strong>这一数据包括出口和中国国内销售的车辆，为上海工厂连续第六个月出现交付量下降。</p><h2 id=\"id_997058929\">分析师：指标堪称灾难</h2><p style=\"text-align: justify;\">根据特斯拉发给分析师的内部共识预估，市场此前平均预期为37.76万辆，而实际交付量比这一数字低超4万辆。即使是悲观派Kalshi也预期为35.2万辆，仍高于最终结果。</p><p style=\"text-align: justify;\">数据发布后，Wedbush分析师、长期特斯拉看多派Dan Ives在社交平台X上表示：</p><blockquote><p style=\"text-align: justify;\">“我们原本就知道一季度不会好看，但这组数据比我们担心的还要糟糕。我们不会戴着玫瑰色眼镜来看——这是在各项指标上都令人失望的灾难。虽然可以归咎于产品更新带来的交替期（如Model Y换代），但真正严重的是品牌信任危机。”</p></blockquote><h2 id=\"id_2135889401\">销量骤降：Model Y改款与争议言论</h2><p style=\"text-align: justify;\">特斯拉在全球汽车市场的影响力不断减弱，数十家电动车品牌和新车型与特斯拉日渐老化的产品线激烈竞争。</p><p style=\"text-align: justify;\">为了更新Model Y，特斯拉在全球范围内对其工厂进行了改造，这导致了生产中断，这在汽车制造商过渡到下一代车型时是常见的。马斯克本人曾公开表示，希望Model Y能再次成为全球最畅销车型。但更值得注意的是，马斯克在全球政治舞台上的活跃表现，引发了美国和欧洲的抗议活动。</p><p style=\"text-align: justify;\">近日，马斯克在华盛顿和其他地方支持极右翼候选人和事业，导致对其抗议活动愈演愈烈。他在特朗普"政府效率部"负责人积极推动削减联邦政府支出、减少监管和缩减员工规模的政策，引发广泛不满。</p><p style=\"text-align: justify;\">此外，贸易摩擦也加剧了汽车行业的困境。据央视网，当地时间3月26日，美国总统特朗普在白宫签署公告，宣布对进口汽车加征25%关税，特朗普当天对媒体表示，美国政府将从4月3日起开始加征这项新关税。</p><p style=\"text-align: justify;\">分析认为，关税威胁对印度汽车零部件制造商造成冲击，而梅赛德斯（Mercedes）正在考虑由于关税问题而撤出美国入门级汽车。这些因素叠加在一起，使得特斯拉的前景更加扑朔迷离。</p><h2 id=\"id_913710308\">马斯克退出DOGE顾问角色</h2><p style=\"text-align: justify;\">随后，Politico援引知情人士报道，特朗普已经告诉他的核心圈子，马斯克将在几周后退出政府效率部（DOGE）的顾问角色，回归专注于他的经营事务。</p><p style=\"text-align: justify;\">根据Politico的报道，特朗普与马斯克最近的讨论中，两人一致认为马斯克需要回归个人事业，退出日常的政府事务支持。尽管如此，马斯克可能仍将保留非正式的顾问角色，偶尔在白宫亮相。</p><p style=\"text-align: justify;\">Politico进一步报道，马斯克在政治支持上的不稳定性也引起了一些担忧。最近，他公开支持的一位保守派法官在威斯康星州最高法院的选举中失败，且输掉了10个百分点，进一步加剧了马斯克在部分共和党圈内的政治争议。</p><p style=\"text-align: justify;\">有匿名官员告诉Politico，尽管马斯克将减少在政府事务中的参与，但他依然可能在特朗普的圈子中保持偶尔出现的角色。另有知情人士表示：“任何认为马斯克会完全退出特朗普阵营的人，都是自欺欺人。”</p><p style=\"text-align: justify;\">股价方面，特斯拉Q1交付数据公布后，特斯拉美股盘初跌超6.4%。马斯克或离职DOGE传闻后，特斯拉股价反弹、最终收涨5.33%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8addbf7e75bf88b2954337187bfd0a16\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">不过，白宫新闻发言人Leavitt否认了Politico新闻的消息并表示，马斯克和特朗普总统都曾公开表示，<strong>马斯克将在完成DOGE的出色工作后，以特殊政府雇员的身份离开公职。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58463e0adcc78182efb13c3a7ce3735\" title=\"\" tg-width=\"593\" tg-height=\"409\"/></p><p>马斯克本人也在社交媒体X上表示，Politico新闻为假新闻。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a7fb57d2414437a42de2763d55f0358\" title=\"\" tg-width=\"588\" tg-height=\"218\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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display: inline-block; overflow: 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盘中上演大逆转！特斯拉Q1交付量未达预期，马斯克或离职DOGE传闻后股价回升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-03 05:56 北京时间 <a href=https://wallstreetcn.com/articles/3744476><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉Q1交付量336681辆，同比跌13%至2022年以来最低。交付量下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。随后，Politico传言马斯克将在几周后退出DOGE顾问角色，特斯拉盘中拉涨，最终收涨5.33%，此前早盘一度跌6.4%。白宫新闻发言人确认该新闻不属实，但表示马斯克将在完成使命时离开公职，马斯克本人也指认Politico新闻为假。特斯拉第一季度销量大幅下滑，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3744476\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","TSLL":"2倍做多TSLA ETF-Direxion","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4598":"佩洛西持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3744476","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128279559","content_text":"特斯拉Q1交付量336681辆，同比跌13%至2022年以来最低。交付量下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。随后，Politico传言马斯克将在几周后退出DOGE顾问角色，特斯拉盘中拉涨，最终收涨5.33%，此前早盘一度跌6.4%。白宫新闻发言人确认该新闻不属实，但表示马斯克将在完成使命时离开公职，马斯克本人也指认Politico新闻为假。特斯拉第一季度销量大幅下滑，跌至2022年第二季度以来最低水平，远低于市场预期。下滑主要受Model Y改款和马斯克在全球范围内的争议性言论影响。4月2日，特斯拉公布第一季度全球交付数据：特斯拉第一季度交付量336681辆，同比下降13%，预估390343辆，创下自2022年第二季度以来最低水平。Model 3/Y 交付量323800辆，同比-12%，预估381536。汽车产量362615辆，同比-16%，预估412148。Model 3/Y 产量345454辆，同比-16%，预估400777。根据中国乘联会周三发布的数据，特斯拉上海工厂3月份批发出货量同比下降超过11%，降至78828辆。这一数据包括出口和中国国内销售的车辆，为上海工厂连续第六个月出现交付量下降。分析师：指标堪称灾难根据特斯拉发给分析师的内部共识预估，市场此前平均预期为37.76万辆，而实际交付量比这一数字低超4万辆。即使是悲观派Kalshi也预期为35.2万辆，仍高于最终结果。数据发布后，Wedbush分析师、长期特斯拉看多派Dan Ives在社交平台X上表示：“我们原本就知道一季度不会好看，但这组数据比我们担心的还要糟糕。我们不会戴着玫瑰色眼镜来看——这是在各项指标上都令人失望的灾难。虽然可以归咎于产品更新带来的交替期（如Model Y换代），但真正严重的是品牌信任危机。”销量骤降：Model Y改款与争议言论特斯拉在全球汽车市场的影响力不断减弱，数十家电动车品牌和新车型与特斯拉日渐老化的产品线激烈竞争。为了更新Model Y，特斯拉在全球范围内对其工厂进行了改造，这导致了生产中断，这在汽车制造商过渡到下一代车型时是常见的。马斯克本人曾公开表示，希望Model Y能再次成为全球最畅销车型。但更值得注意的是，马斯克在全球政治舞台上的活跃表现，引发了美国和欧洲的抗议活动。近日，马斯克在华盛顿和其他地方支持极右翼候选人和事业，导致对其抗议活动愈演愈烈。他在特朗普\"政府效率部\"负责人积极推动削减联邦政府支出、减少监管和缩减员工规模的政策，引发广泛不满。此外，贸易摩擦也加剧了汽车行业的困境。据央视网，当地时间3月26日，美国总统特朗普在白宫签署公告，宣布对进口汽车加征25%关税，特朗普当天对媒体表示，美国政府将从4月3日起开始加征这项新关税。分析认为，关税威胁对印度汽车零部件制造商造成冲击，而梅赛德斯（Mercedes）正在考虑由于关税问题而撤出美国入门级汽车。这些因素叠加在一起，使得特斯拉的前景更加扑朔迷离。马斯克退出DOGE顾问角色随后，Politico援引知情人士报道，特朗普已经告诉他的核心圈子，马斯克将在几周后退出政府效率部（DOGE）的顾问角色，回归专注于他的经营事务。根据Politico的报道，特朗普与马斯克最近的讨论中，两人一致认为马斯克需要回归个人事业，退出日常的政府事务支持。尽管如此，马斯克可能仍将保留非正式的顾问角色，偶尔在白宫亮相。Politico进一步报道，马斯克在政治支持上的不稳定性也引起了一些担忧。最近，他公开支持的一位保守派法官在威斯康星州最高法院的选举中失败，且输掉了10个百分点，进一步加剧了马斯克在部分共和党圈内的政治争议。有匿名官员告诉Politico，尽管马斯克将减少在政府事务中的参与，但他依然可能在特朗普的圈子中保持偶尔出现的角色。另有知情人士表示：“任何认为马斯克会完全退出特朗普阵营的人，都是自欺欺人。”股价方面，特斯拉Q1交付数据公布后，特斯拉美股盘初跌超6.4%。马斯克或离职DOGE传闻后，特斯拉股价反弹、最终收涨5.33%。不过，白宫新闻发言人Leavitt否认了Politico新闻的消息并表示，马斯克和特朗普总统都曾公开表示，马斯克将在完成DOGE的出色工作后，以特殊政府雇员的身份离开公职。马斯克本人也在社交媒体X上表示，Politico新闻为假新闻。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":420332041286040,"gmtCreate":1743650767361,"gmtModify":1743650986384,"author":{"id":"3573141253597978","authorId":"3573141253597978","name":"woaxfy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573141253597978","authorIdStr":"3573141253597978"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420332041286040","repostId":"1128279559","repostType":2,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
