黑色芝麻酱的个人主页 - 老虎社区

黑色芝麻酱

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黑色芝麻酱

05-28

$特斯拉(TSLA)$ tsl只看马斯克是不是睡办公室，其他都不看的，无脑涨。。。

特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级

黑色芝麻酱

05-26

$地平线机器人-W(09660)$ 先拿着

黑色芝麻酱

05-20

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 继续熬着

黑色芝麻酱

04-23

$优必选(09880)$ 终于要让我解套了吗[开心]

黑色芝麻酱

03-31

$优必选(09880)$ 就这一只股买错，其他股涨的都不够它跌，导致整个账户亏损。

黑色芝麻酱

03-19

$优必选(09880)$ 这支妖股什么时候再雄起一把？

黑色芝麻酱

02-27

小中100股，重在参与。预测暗盘260左右，开盘涨到300

去老虎APP查看更多动态

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15:45","market":"hk","language":"zh","title":"特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2538376814","media":"华尔街见闻","summary":"瑞银调查显示，全球考虑购买特斯拉的消费者比例从去年的39%降至36%，作为消费者首选纯电品牌比例从22%下滑至18%。深究背后原因，特斯拉在主要市场都面临本土化或传统豪华品牌的有力挑战，马斯克的政治身份对品牌形象造成冲击。瑞银维持特斯拉目标价190美元，较当前股价存在44%的下跌空间。","content":"<html><head></head><body><p>全球消费者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。</p><p>据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。</p><p>调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。<strong>消费者对自动驾驶功能的付费意愿有限，仅12%的受访者愿意为自动驾驶功能支付超过7600美元，而特斯拉FSD目前售价8000美元</strong>。</p><p>基于这一趋势，瑞银维持对特斯拉股票的&#34;卖出&#34;评级，<strong>目标价190美元</strong>，较当前339.34美元的股价<strong>存在44%的下跌空间</strong>。今年以来，瑞银已经多次下调特斯拉目标价，3月下调目标价至225美元，4月下调目标价至190美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62ec5533da8d21c3bf9453a442defb8a\" tg-width=\"430\" tg-height=\"295\"/></p><p>瑞银预计特斯拉2025年每股收益为1.54美元，远低于市场预期，反映了全球电动车需求放缓和竞争加剧的现状。</p><h2 id=\"id_371946127\">全球消费者背离特斯拉品牌</h2><p>调查结果显示，特斯拉的全球吸引力正在系统性下降，具体来看：</p><blockquote><p>在全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18ff34ac7b7fa4b821e2e91d58f2296b\" tg-width=\"823\" tg-height=\"659\"/></p><p>作为消费者首选纯电动车品牌的比例更是从22%大幅下滑至18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ba860e81f72d9657fbb3e456ed3e26\" tg-width=\"834\" tg-height=\"646\"/></p></blockquote><p>在美国市场，尽管特斯拉仍保持约48%的纯电动车市场份额，但作为消费者首选品牌的比例从去年的38%暴跌至29%，降幅达9个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ece751d722f5699e448519ea2610ce23\" tg-width=\"1024\" tg-height=\"486\"/></p><p>瑞银分析师认为，这主要源于特斯拉市场饱和、产品线有限等问题。</p><p>在全球最大的电动车市场中国，特斯拉的处境更加严峻。</p><p>调查显示，特斯拉作为中国消费者首选品牌的比例从18%下降至14%，不仅被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>超越，且已经落后于新兴品牌小米汽车。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aba46eead9bee89ff3cf7436e867bb47\" tg-width=\"1024\" tg-height=\"416\"/></p><p>更为关键的是，特斯拉在中国消费者心中的技术领导者地位正在丧失。比亚迪现已被视为技术领导者，而小米汽车作为快速崛起的新星，其增长势头不容忽视。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fd862c7ed8b97a69f160f5e45c82472\" tg-width=\"1024\" tg-height=\"390\"/></p><p>调查显示，尽管相比其他外国品牌，特斯拉仍保持一定优势，但是中国消费者明显更倾向于购买本土品牌。</p><p>在欧洲市场，特斯拉同样面临挑战。特斯拉的品牌考虑度降至33%，被奥迪和宝马超越。作为首选品牌的比例也从20%下滑至15%，降幅达4.6个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b27341c050b6c17c22fb1bd373985fd2\" tg-width=\"1024\" tg-height=\"400\"/></p><p>值得关注的是，奥迪和宝马等传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的考虑度已经超越特斯拉，这表明欧洲消费者对传统汽车制造商的电动车产品信心正在恢复。</p><p>瑞银分析师认为，特斯拉在欧洲市场的品牌受损可能与马斯克的政治参与有关。调查时间恰好在2025年1月下旬至2月中旬，正值政治敏感时期。</p><h2 id=\"id_2475044975\">自动驾驶功能定价过高</h2><p>调查还揭示了特斯拉自动驾驶功能定价策略的问题。报告显示，</p><blockquote><p>只有约12%的消费者愿意为自动驾驶功能支付超过7600美元的一次性费用，而特斯拉FSD（完全自动驾驶）功能的售价高达8000美元。</p><p>在订阅模式方面，仅有约18%的消费者愿意每月支付超过100美元，而特斯拉FSD的月订阅费用为99美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ddc9e372b6a568e8ab95d4bb2084c585\" tg-width=\"1024\" tg-height=\"413\"/></p></blockquote><p>瑞银称，这一定价与消费者支付意愿的错配，可能制约特斯拉软件服务收入的增长潜力。</p><p>从定价可负担性来看，不同市场呈现分化态势。</p><blockquote><p>在美国，Model Y起售价约45000美元，符合约一半消费者的预算；</p><p>在中国，Model Y起售价263500元人民币，符合约58%消费者预算；</p><p>在德国，45000欧元的起售价仅符合不到37%消费者的预算范围。</p></blockquote><p>瑞银分析师指出，尽管市场对特斯拉的Robotaxi和人形机器人业务充满期待，但电动汽车业务面临的挑战不容忽视，特别是加州豁免政策的可能取消将对其盈利和现金流造成威胁。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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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特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球消费者对特斯拉品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。消费者对自动驾驶功能的付费意愿有限，仅...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747932\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3747932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538376814","content_text":"全球消费者对特斯拉品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。消费者对自动驾驶功能的付费意愿有限，仅12%的受访者愿意为自动驾驶功能支付超过7600美元，而特斯拉FSD目前售价8000美元。基于这一趋势，瑞银维持对特斯拉股票的\"卖出\"评级，目标价190美元，较当前339.34美元的股价存在44%的下跌空间。今年以来，瑞银已经多次下调特斯拉目标价，3月下调目标价至225美元，4月下调目标价至190美元。瑞银预计特斯拉2025年每股收益为1.54美元，远低于市场预期，反映了全球电动车需求放缓和竞争加剧的现状。全球消费者背离特斯拉品牌调查结果显示，特斯拉的全球吸引力正在系统性下降，具体来看：在全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%。作为消费者首选纯电动车品牌的比例更是从22%大幅下滑至18%。在美国市场，尽管特斯拉仍保持约48%的纯电动车市场份额，但作为消费者首选品牌的比例从去年的38%暴跌至29%，降幅达9个百分点。瑞银分析师认为，这主要源于特斯拉市场饱和、产品线有限等问题。在全球最大的电动车市场中国，特斯拉的处境更加严峻。调查显示，特斯拉作为中国消费者首选品牌的比例从18%下降至14%，不仅被比亚迪超越，且已经落后于新兴品牌小米汽车。更为关键的是，特斯拉在中国消费者心中的技术领导者地位正在丧失。比亚迪现已被视为技术领导者，而小米汽车作为快速崛起的新星，其增长势头不容忽视。调查显示，尽管相比其他外国品牌，特斯拉仍保持一定优势，但是中国消费者明显更倾向于购买本土品牌。在欧洲市场，特斯拉同样面临挑战。特斯拉的品牌考虑度降至33%，被奥迪和宝马超越。作为首选品牌的比例也从20%下滑至15%，降幅达4.6个百分点。值得关注的是，奥迪和宝马等传统豪华品牌的考虑度已经超越特斯拉，这表明欧洲消费者对传统汽车制造商的电动车产品信心正在恢复。瑞银分析师认为，特斯拉在欧洲市场的品牌受损可能与马斯克的政治参与有关。调查时间恰好在2025年1月下旬至2月中旬，正值政治敏感时期。自动驾驶功能定价过高调查还揭示了特斯拉自动驾驶功能定价策略的问题。报告显示，只有约12%的消费者愿意为自动驾驶功能支付超过7600美元的一次性费用，而特斯拉FSD（完全自动驾驶）功能的售价高达8000美元。在订阅模式方面，仅有约18%的消费者愿意每月支付超过100美元，而特斯拉FSD的月订阅费用为99美元。瑞银称，这一定价与消费者支付意愿的错配，可能制约特斯拉软件服务收入的增长潜力。从定价可负担性来看，不同市场呈现分化态势。在美国，Model 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这支妖股什么时候再雄起一把？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415069636596368","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408082700755416,"gmtCreate":1740650779561,"gmtModify":1740651753144,"author":{"id":"4203295755012772","authorId":"4203295755012772","name":"黑色芝麻酱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203295755012772","authorIdStr":"4203295755012772"},"themes":[],"htmlText":"小中100股，重在参与。预测暗盘260左右，开盘涨到300","listText":"小中100股，重在参与。预测暗盘260左右，开盘涨到300","text":"小中100股，重在参与。预测暗盘260左右，开盘涨到300","images":[{"img":"https://static.tigerbbs.com/51e691a88b41a1e0d63eb50373421102","width":"1260","height":"2241"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408082700755416","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":419211504398360,"gmtCreate":1743388096609,"gmtModify":1743389716134,"author":{"id":"4203295755012772","authorId":"4203295755012772","name":"黑色芝麻酱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203295755012772","authorIdStr":"4203295755012772"},"themes":[],"htmlText":"<a 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tsl只看马斯克是不是睡办公室，其他都不看的，无脑涨。。。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> tsl只看马斯克是不是睡办公室，其他都不看的，无脑涨。。。","text":"$特斯拉(TSLA)$ tsl只看马斯克是不是睡办公室，其他都不看的，无脑涨。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/439639510028960","repostId":"2538376814","repostType":2,"repost":{"id":"2538376814","kind":"news","pubTimestamp":1748331924,"share":"https://www.laohu8.com/m/news/2538376814?lang=&edition=full","pubTime":"2025-05-27 15:45","market":"hk","language":"zh","title":"特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2538376814","media":"华尔街见闻","summary":"瑞银调查显示，全球考虑购买特斯拉的消费者比例从去年的39%降至36%，作为消费者首选纯电品牌比例从22%下滑至18%。深究背后原因，特斯拉在主要市场都面临本土化或传统豪华品牌的有力挑战，马斯克的政治身份对品牌形象造成冲击。瑞银维持特斯拉目标价190美元，较当前股价存在44%的下跌空间。","content":"<html><head></head><body><p>全球消费者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。</p><p>据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。</p><p>调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。<strong>消费者对自动驾驶功能的付费意愿有限，仅12%的受访者愿意为自动驾驶功能支付超过7600美元，而特斯拉FSD目前售价8000美元</strong>。</p><p>基于这一趋势，瑞银维持对特斯拉股票的&#34;卖出&#34;评级，<strong>目标价190美元</strong>，较当前339.34美元的股价<strong>存在44%的下跌空间</strong>。今年以来，瑞银已经多次下调特斯拉目标价，3月下调目标价至225美元，4月下调目标价至190美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62ec5533da8d21c3bf9453a442defb8a\" tg-width=\"430\" tg-height=\"295\"/></p><p>瑞银预计特斯拉2025年每股收益为1.54美元，远低于市场预期，反映了全球电动车需求放缓和竞争加剧的现状。</p><h2 id=\"id_371946127\">全球消费者背离特斯拉品牌</h2><p>调查结果显示，特斯拉的全球吸引力正在系统性下降，具体来看：</p><blockquote><p>在全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18ff34ac7b7fa4b821e2e91d58f2296b\" tg-width=\"823\" tg-height=\"659\"/></p><p>作为消费者首选纯电动车品牌的比例更是从22%大幅下滑至18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ba860e81f72d9657fbb3e456ed3e26\" tg-width=\"834\" tg-height=\"646\"/></p></blockquote><p>在美国市场，尽管特斯拉仍保持约48%的纯电动车市场份额，但作为消费者首选品牌的比例从去年的38%暴跌至29%，降幅达9个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ece751d722f5699e448519ea2610ce23\" tg-width=\"1024\" tg-height=\"486\"/></p><p>瑞银分析师认为，这主要源于特斯拉市场饱和、产品线有限等问题。</p><p>在全球最大的电动车市场中国，特斯拉的处境更加严峻。</p><p>调查显示，特斯拉作为中国消费者首选品牌的比例从18%下降至14%，不仅被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>超越，且已经落后于新兴品牌小米汽车。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aba46eead9bee89ff3cf7436e867bb47\" tg-width=\"1024\" tg-height=\"416\"/></p><p>更为关键的是，特斯拉在中国消费者心中的技术领导者地位正在丧失。比亚迪现已被视为技术领导者，而小米汽车作为快速崛起的新星，其增长势头不容忽视。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fd862c7ed8b97a69f160f5e45c82472\" tg-width=\"1024\" tg-height=\"390\"/></p><p>调查显示，尽管相比其他外国品牌，特斯拉仍保持一定优势，但是中国消费者明显更倾向于购买本土品牌。</p><p>在欧洲市场，特斯拉同样面临挑战。特斯拉的品牌考虑度降至33%，被奥迪和宝马超越。作为首选品牌的比例也从20%下滑至15%，降幅达4.6个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b27341c050b6c17c22fb1bd373985fd2\" tg-width=\"1024\" tg-height=\"400\"/></p><p>值得关注的是，奥迪和宝马等传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的考虑度已经超越特斯拉，这表明欧洲消费者对传统汽车制造商的电动车产品信心正在恢复。</p><p>瑞银分析师认为，特斯拉在欧洲市场的品牌受损可能与马斯克的政治参与有关。调查时间恰好在2025年1月下旬至2月中旬，正值政治敏感时期。</p><h2 id=\"id_2475044975\">自动驾驶功能定价过高</h2><p>调查还揭示了特斯拉自动驾驶功能定价策略的问题。报告显示，</p><blockquote><p>只有约12%的消费者愿意为自动驾驶功能支付超过7600美元的一次性费用，而特斯拉FSD（完全自动驾驶）功能的售价高达8000美元。</p><p>在订阅模式方面，仅有约18%的消费者愿意每月支付超过100美元，而特斯拉FSD的月订阅费用为99美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ddc9e372b6a568e8ab95d4bb2084c585\" tg-width=\"1024\" tg-height=\"413\"/></p></blockquote><p>瑞银称，这一定价与消费者支付意愿的错配，可能制约特斯拉软件服务收入的增长潜力。</p><p>从定价可负担性来看，不同市场呈现分化态势。</p><blockquote><p>在美国，Model Y起售价约45000美元，符合约一半消费者的预算；</p><p>在中国，Model Y起售价263500元人民币，符合约58%消费者预算；</p><p>在德国，45000欧元的起售价仅符合不到37%消费者的预算范围。</p></blockquote><p>瑞银分析师指出，尽管市场对特斯拉的Robotaxi和人形机器人业务充满期待，但电动汽车业务面临的挑战不容忽视，特别是加州豁免政策的可能取消将对其盈利和现金流造成威胁。</p></body></html>","source":"wallstreetcn_hot_news","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>特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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特斯拉寒冬将至？全球用户兴趣滑坡，瑞银再度喊出“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球消费者对特斯拉品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。消费者对自动驾驶功能的付费意愿有限，仅...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747932\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3747932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538376814","content_text":"全球消费者对特斯拉品牌的兴趣持续下滑，华尔街投行瑞银维持“卖出”评级，特斯拉或正面临前所未有的挑战。据追风交易台消息，瑞银5月27日发布的2025年全球电动车消费者调查报告显示，全球消费者对特斯拉品牌的兴趣持续下滑，在中国、美国和欧洲三大核心市场，特斯拉都面临品牌吸引力下降的困境。调查报告还指出，更令人担忧的是，特斯拉自动驾驶业务前景堪忧，盈利模式面临考验。消费者对自动驾驶功能的付费意愿有限，仅12%的受访者愿意为自动驾驶功能支付超过7600美元，而特斯拉FSD目前售价8000美元。基于这一趋势，瑞银维持对特斯拉股票的\"卖出\"评级，目标价190美元，较当前339.34美元的股价存在44%的下跌空间。今年以来，瑞银已经多次下调特斯拉目标价，3月下调目标价至225美元，4月下调目标价至190美元。瑞银预计特斯拉2025年每股收益为1.54美元，远低于市场预期，反映了全球电动车需求放缓和竞争加剧的现状。全球消费者背离特斯拉品牌调查结果显示，特斯拉的全球吸引力正在系统性下降，具体来看：在全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%。作为消费者首选纯电动车品牌的比例更是从22%大幅下滑至18%。在美国市场，尽管特斯拉仍保持约48%的纯电动车市场份额，但作为消费者首选品牌的比例从去年的38%暴跌至29%，降幅达9个百分点。瑞银分析师认为，这主要源于特斯拉市场饱和、产品线有限等问题。在全球最大的电动车市场中国，特斯拉的处境更加严峻。调查显示，特斯拉作为中国消费者首选品牌的比例从18%下降至14%，不仅被比亚迪超越，且已经落后于新兴品牌小米汽车。更为关键的是，特斯拉在中国消费者心中的技术领导者地位正在丧失。比亚迪现已被视为技术领导者，而小米汽车作为快速崛起的新星，其增长势头不容忽视。调查显示，尽管相比其他外国品牌，特斯拉仍保持一定优势，但是中国消费者明显更倾向于购买本土品牌。在欧洲市场，特斯拉同样面临挑战。特斯拉的品牌考虑度降至33%，被奥迪和宝马超越。作为首选品牌的比例也从20%下滑至15%，降幅达4.6个百分点。值得关注的是，奥迪和宝马等传统豪华品牌的考虑度已经超越特斯拉，这表明欧洲消费者对传统汽车制造商的电动车产品信心正在恢复。瑞银分析师认为，特斯拉在欧洲市场的品牌受损可能与马斯克的政治参与有关。调查时间恰好在2025年1月下旬至2月中旬，正值政治敏感时期。自动驾驶功能定价过高调查还揭示了特斯拉自动驾驶功能定价策略的问题。报告显示，只有约12%的消费者愿意为自动驾驶功能支付超过7600美元的一次性费用，而特斯拉FSD（完全自动驾驶）功能的售价高达8000美元。在订阅模式方面，仅有约18%的消费者愿意每月支付超过100美元，而特斯拉FSD的月订阅费用为99美元。瑞银称，这一定价与消费者支付意愿的错配，可能制约特斯拉软件服务收入的增长潜力。从定价可负担性来看，不同市场呈现分化态势。在美国，Model Y起售价约45000美元，符合约一半消费者的预算；在中国，Model Y起售价263500元人民币，符合约58%消费者预算；在德国，45000欧元的起售价仅符合不到37%消费者的预算范围。瑞银分析师指出，尽管市场对特斯拉的Robotaxi和人形机器人业务充满期待，但电动汽车业务面临的挑战不容忽视，特别是加州豁免政策的可能取消将对其盈利和现金流造成威胁。","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"他一睡办公室比买几个五星级酒店还值钱[笑哭]","text":"他一睡办公室比买几个五星级酒店还值钱[笑哭]","html":"他一睡办公室比买几个五星级酒店还值钱[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415069636596368,"gmtCreate":1742353828641,"gmtModify":1742353961375,"author":{"id":"4203295755012772","authorId":"4203295755012772","name":"黑色芝麻酱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203295755012772","authorIdStr":"4203295755012772"},"themes":[],"htmlText":"<a 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