新能源哪家一样，全年_老虎社区_美港股上老虎 - 老虎社区

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大赢家山姆哥
2025-12-30

新能源哪家一样，全年都下滑了

烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据

[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。然而目前，特斯拉决定将这份数据公布。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。

烟雾弹？还是真的下滑？特斯拉公开2025年第四季度预期交付量数据

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近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4099":"汽车制造商","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2595359763","content_text":"[汽车之家资讯] 近日，特斯拉公开了2025年第四季度的交付量市场预期数据，并确认其电动汽车交付量已连续第二年下滑。多年来，特斯拉一直会汇总卖方分析师的预测数据，但这类信息通常仅由投资者关系团队通过邮件，私下分享给指定的分析师及主要投资者。然而目前，特斯拉决定将这份数据公布。其中显示2025年第四季度交付量的市场中位预期值为420399辆，均值预期则为422850辆。这一数据明显低于华尔街流传的更广泛的市场共识预期。例如，彭博社统计的市场共识预期始终徘徊在44万辆左右。有消息称，特斯拉选择公开这份偏低的共识预期数据，似乎是为了在明年1月初发布正式交付及生产报告前，降低市场的期待值。若特斯拉第四季度交付量真的达到42万辆左右的中位目标，其2025年全年交付总量将约为164万辆，这将意味着特斯拉的交付量在2025年连续第二年下滑。交付量降至164万辆，意味着同比降幅约达8%。作为参考，2023年为181万辆，2024年为179万辆。（消息来源：IT之家；编译/汽车之家 姚宇）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":15,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}