特斯拉大跌，市场担心的是物流吗？不，担心的是需求！

华尔街见闻2022-10-04

分析认为，特斯拉9月在中国市场推出高额保险补贴的“变相降价”举措反映出其需求走弱。此外，新能源汽车市场的激烈竞争撼动了特斯拉的王座。周末凭借众多动态“霸屏”新闻热榜的特斯拉，并未因此赢得投资者信心。在发布2022年AI日，三季度交付数据，四季度和明年扩产计划等多重消息之后，隔夜特斯拉逆势大跌。与标普500指数、纳指等盘中涨幅均超过2%相比，特斯拉重挫超8%，蒸发了约715亿美元（约合人民币5080...

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精彩评论

把钱存起来
2022-10-04
把钱存起来
等德州和德国工厂成年吧、国内售价就可以降低，直接竞争了
Tesla_Wang
2022-10-04
Tesla_Wang
经济衰退预兆？
抄底小王子
2022-10-04
抄底小王子
比亚迪是农村市场，抢的是五菱和长安份额，抢特斯拉订单你来搞笑的？比亚迪销售策略是压库存给4s店给经销商，特斯拉是产能跟不上，对汽车市场这样无知也敢写财经分析？
Yushun
2022-10-04
Yushun
比亚迪的问题是比特斯拉低10倍的利润率，特斯拉卖一辆抵他十辆
我想我是爱琴海
2022-10-04
我想我是爱琴海
比亚迪没有可比性，混动占大头
抢菜抢菜抢菜
2022-10-04
抢菜抢菜抢菜
担心有用吗？

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Y最高降价4万元”为不实消息，但是保险补贴这一“变相降价”消息被看做是特斯拉未来降价的铺垫，不少人认为特斯拉即将在补贴活动结束后的10月份，开启真正的车型降价。通常情况下，产品价格波动会对其市场需求造成影响。当价格上调时，买家会积极入场并刺激需求增加，而当价格下调时，买家会选择暂时观望。值得注意的是，仍有分析人士指出，虽然看空者将关注交付量数据不及预期，但看涨者可能将关注产量的上升。此外他们还将关注交货的价差，并将在运输中的车辆数量加入他们对第四季的交付预估中。特斯拉将于10月19日收市后公布第三季度业绩报告，届时投资者将希望了解有关产量和车辆的最新信息。中国新能源汽车市场的“王者之争”而除了需求因素之外，新能源汽车在中国市场所面临的激烈竞争，也让特斯拉难以再继续“高枕无忧”。其中就包括“迪王”比亚迪与特斯拉之间的“王者之争”。与特斯拉交付量略逊于市场预期相比，比亚迪9月的销量则大幅超过市场预期。比亚迪于10月3日公布的产销数据显示，今年9月，比亚迪月度销量首次突破20万辆，达到201259辆，同比增长151.2%。其中新能源乘用车销量200973辆，同比增长187%。1-9月，比亚迪累计销量逼近120万辆大关，达到1191583辆。按照比亚迪的产能规划，今年全年销量会在180万辆以上，如果供应链配合，也有冲刺200万辆的可能。这意味着从销量来说，比亚迪将会在上半年超过特斯拉之后，全年也稳坐全球新能源销冠的王座。总而言之，物流受阻、需求走弱叠加激烈的市场竞争，都让投资者开始忧虑，特斯拉是否还能保持优势，一览众山小？","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":668599065,"gmtCreate":1664892814657,"gmtModify":1664892815961,"author":{"id":"3498213529455773","authorId":"3498213529455773","name":"把钱存起来","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"等德州和德国工厂成年吧、国内售价就可以降低，直接竞争了","listText":"等德州和德国工厂成年吧、国内售价就可以降低，直接竞争了","text":"等德州和德国工厂成年吧、国内售价就可以降低，直接竞争了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668599065","repostId":1161367313,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":668505660,"gmtCreate":1664891451050,"gmtModify":1664891453196,"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","vip":1,"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":5,"crmLevelSwitch":0},"htmlText":"经济衰退预兆？","listText":"经济衰退预兆？","text":"经济衰退预兆？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668505660","repostId":1161367313,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":668500902,"gmtCreate":1664884952206,"gmtModify":1664886537097,"author":{"id":"3575287438185545","authorId":"3575287438185545","name":"抄底 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