特斯拉一季度业绩报告+电话会要点总结：将销量下滑甩锅给破坏行为和敌意_老虎社区_美港股上老虎

特斯拉一季度业绩报告+电话会要点总结：将销量下滑甩锅给破坏行为和敌意

格隆汇04-23

格隆汇4月23日｜特斯拉一季度业绩报告+电话会要点总结： 1、第一季度调整后每股收益和营收低于预期，汽车交付量下滑，包括CyberTruck在内的车型交付量下降24%。将在第二季度重新审视2025年的增长前景，新车有望在上半年投产。 2、政治情绪被视为风险，破坏行为和敌意是导致第一季度销量下滑的部分原因。 3、特朗普的贸易政策在投资者业绩报告中占据显著位置。 4、马斯克表示，未来大多数人不会买车，5月份将很大程度上从总统特朗普的政府效率部（DOGE）“顾问”抽身——将把更多精力投入公司治理。 5、Powerwall部署量首次超过1千兆瓦时。

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