主业已经被吹得不重要_老虎社区_美港股上老虎 - 老虎社区

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畜牧教主马斯克
02-23 18:12

主业已经被吹得不重要了[强] 马圣还是有一嘴的

2026年1月特斯拉全球销量：预估不到8万

芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。02特斯拉亚洲销量◎中国特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。

2026年1月特斯拉全球销量：预估不到8万

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马圣还是有一嘴的</p></body></html>","htmlText":"<html><head></head><body><p>主业已经被吹得不重要了<span>[强]&nbsp;</span> 马圣还是有一嘴的</p></body></html>","text":"主业已经被吹得不重要了[强] 马圣还是有一嘴的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/535841159262496","repostId":2613270846,"repostType":2,"repost":{"id":"2613270846","kind":"news","pubTimestamp":1771808814,"share":"https://www.laohu8.com/m/news/2613270846?lang=zh_CN&edition=full","pubTime":"2026-02-23 09:06","market":"us","language":"zh","title":"2026年1月特斯拉全球销量：预估不到8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2613270846","media":"芝能汽车","summary":"芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。02特斯拉亚洲销量◎中国特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。","content":"<html><body><article><p>芝能汽车出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>全球汽车销量虽然不是那么重要，但是在同等维度下，结合<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、奇瑞等车企的全球销量比较是有意义的。我们大致来梳理一下。</p><p><strong>01</strong></p><p><strong>特斯拉欧洲销量</strong></p><p>特斯拉在欧洲整体销量已经下降了，是明显走弱的，下面是个趋势图。</p><img src=\"https://inews.gtimg.com/om_bt/Oyy3hpxuhRDeDLoWUvLek2BefelyF-F7Cx10ZbNN3eaXAAA/0\"/><p>1月的情况不乐观，估计在8000以下。</p><p><strong>◎</strong>德国 1,924 台，同比 -59.5%；</p><p><strong>◎法国 -42%；</strong></p><p><strong>◎英国 -57%；</strong></p><p><strong>◎荷兰 -67%；</strong></p><p><strong>◎挪威 -88%。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OVYsyS_0YqkyWz7ImTx3yrC5Xr-NQjmbn2X5gDjAg1zIQAA/0\"/><p>德国、英国这种大基数市场，一旦需求回落，绝对销量下滑就很夸张，在英国已经 不是第一次被 BYD超越，荷兰份额降到 4.3%，挪威 -88%。</p><p>奥地利、意大利、西班牙、芬兰的基数比较小，所以还可以。问题在于供给增加以后，特斯拉的品牌价值在欧洲并没有那么牢固，价格和销售策略都有问题。</p><p><strong>02</strong></p><p><strong>特斯拉亚洲销量</strong></p><p><strong>◎中国</strong></p><img src=\"https://inews.gtimg.com/om_bt/O6EcLHvpw4AyqnaAwCm4mq78SsEzeqSOycvH6-OAAKNjUAA/0\"/><p>特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。</p><p>2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。</p><img src=\"https://inews.gtimg.com/om_bt/Ob8Xp4hF1wgmSQ2VLjJa1lVJgM6rJkL-GZRgkUHNRIKWIAA/0\"/><p><strong>◎</strong>中国香港 ：1月销量367辆，同比增长82%。</p><p><strong>◎</strong>韩国 ：1月销量1966辆，去年同期仅5辆，所以数据没办法比，市场份额升至9.38%，跻身进口车销量前三。</p><p><strong>◎</strong>日本 ：1月销量约1100辆（估），同比增长238%，受益于日本政府上调EV补贴至127万日元。</p><p><strong>◎</strong>新加坡 ：1月销量413辆，去年同期无销量，市场份额达9.7%。</p><p><strong>◎</strong>澳大利亚 501 台，同比 -32.2%。</p><img src=\"https://inews.gtimg.com/om_bt/O0Ctd1sKFBUx03WMmDGDs94fWv71c7WAWYfbJg4toqhPkAA/0\"/><p><strong>03</strong></p><p><strong>美洲，环境很艰难</strong></p><p>1月的情况美国 40,100 台，同比 -17%，加拿大 -72%，随着中国可以去加拿大销量，可能会好点。</p><img src=\"https://inews.gtimg.com/om_bt/OgBdm-BYR8hrQt84DdnJCJuNvbBuK58Ws8QxqDuaH6hwsAA/0\"/><p>2026年1-2月特斯拉也有一些利好消息，罗列一下：</p><p><strong>◎</strong>FSD Supervised累计驾驶超80亿英里（2026年前50天就新增10亿英里）</p><p><strong>◎</strong>Giga Texas第一辆Cybercab下线，无方向盘/踏板的Robotaxi量产车</p><p><strong>◎</strong>v14.2.x系列持续优化：包括v14.2.2.3、v14.2.2.4等子版本，用户反馈在雪天、白茫茫（whiteout）条件、施工区、长途跨州（LA到NY零干预）表现提升</p><p><strong>◎</strong>软件更新2026.2.3带来辅助功能如Child Left Alone Detection（儿童遗留检测）、更容易解锁充电线、Supercharger地图改进等。</p><p>语音提示FSD（voice commands for navigation/route changes）已在v14.2部分实现，Elon确认Q1内更多“reasoning”功能（如施工绕行、停车选项智能选择）会陆续上线。</p><p><strong>小结</strong></p><p>现在特斯拉的汽车销量也许并不是首要关注的问题，需要看机器人和Robotaxi后续怎么样了。</p></article></body></html>","source":"tencent","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 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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\">\n2026年1月特斯拉全球销量：预估不到8万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091219a7145a74&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。我们大致来梳理一下。01特斯拉欧洲销量特斯拉在欧洲整体销量已经下降了，是明显走弱的，下面是个趋势图。1月的情况不乐观，估计在8000以下。◎德国 1,924 台，同比 -59.5%；◎法国 -42%；◎英国 -57%；◎荷兰 -67%；◎挪威 -88%。德国、英国这种大基数市场，一旦...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091219a7145a74&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":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4581":"高盛持仓","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223091219a7145a74&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613270846","content_text":"芝能汽车出品特斯拉全球汽车销量虽然不是那么重要，但是在同等维度下，结合比亚迪、奇瑞等车企的全球销量比较是有意义的。我们大致来梳理一下。01特斯拉欧洲销量特斯拉在欧洲整体销量已经下降了，是明显走弱的，下面是个趋势图。1月的情况不乐观，估计在8000以下。◎德国 1,924 台，同比 -59.5%；◎法国 -42%；◎英国 -57%；◎荷兰 -67%；◎挪威 -88%。德国、英国这种大基数市场，一旦需求回落，绝对销量下滑就很夸张，在英国已经 不是第一次被 BYD超越，荷兰份额降到 4.3%，挪威 -88%。奥地利、意大利、西班牙、芬兰的基数比较小，所以还可以。问题在于供给增加以后，特斯拉的品牌价值在欧洲并没有那么牢固，价格和销售策略都有问题。02特斯拉亚洲销量◎中国特斯拉在中国的销量，截止2025年是比较稳定的，主要是看2026年特斯拉在中国会不会有所变化。2026年1月的销量约2万台，下降40%，Model 3 销量 2015 辆，Model Y 销量 17073 辆，Model Y 长续航版销量 910 辆，总销量合计 19998 辆，从趋势来看，在2026年电动汽车残酷的竞争环境下，特斯拉在中国的销量不太好估计。◎中国香港 ：1月销量367辆，同比增长82%。◎韩国 ：1月销量1966辆，去年同期仅5辆，所以数据没办法比，市场份额升至9.38%，跻身进口车销量前三。◎日本 ：1月销量约1100辆（估），同比增长238%，受益于日本政府上调EV补贴至127万日元。◎新加坡 ：1月销量413辆，去年同期无销量，市场份额达9.7%。◎澳大利亚 501 台，同比 -32.2%。03美洲，环境很艰难1月的情况美国 40,100 台，同比 -17%，加拿大 -72%，随着中国可以去加拿大销量，可能会好点。2026年1-2月特斯拉也有一些利好消息，罗列一下：◎FSD Supervised累计驾驶超80亿英里（2026年前50天就新增10亿英里）◎Giga Texas第一辆Cybercab下线，无方向盘/踏板的Robotaxi量产车◎v14.2.x系列持续优化：包括v14.2.2.3、v14.2.2.4等子版本，用户反馈在雪天、白茫茫（whiteout）条件、施工区、长途跨州（LA到NY零干预）表现提升◎软件更新2026.2.3带来辅助功能如Child Left Alone Detection（儿童遗留检测）、更容易解锁充电线、Supercharger地图改进等。语音提示FSD（voice commands for navigation/route changes）已在v14.2部分实现，Elon确认Q1内更多“reasoning”功能（如施工绕行、停车选项智能选择）会陆续上线。小结现在特斯拉的汽车销量也许并不是首要关注的问题，需要看机器人和Robotaxi后续怎么样了。","news_type":1,"symbols_score_info":{"TSLR":0.6,"TSLA":1.96,"TSLS":0.6,"TSLQ":0.6,"TEST":0.6,"TSLT":0.6,"TSLP":0.6,"TSDD":0.6,"07766":0.6,"TSLG":0.6,"TSLW":0.6,"TSLZ":0.6,"CRSH":0.6,"TSLY":0.6,"TLA":0.6,"TSLO":0.6,"TSL":0.6,"TSYY":0.6,"TSLI":0.6,"TESL":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":14,"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":42,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}