是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y

智通财经10-09

智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model...

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tom33
10-10
tom33
邪恶势力快点唱空，把股价唱下来

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Wall Street is hotly discussing the cheap version of Tesla (TSLA.US) Model 3/Y","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5},"content_text":"智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。Munster认为，这一定价调整意味着，华尔街所期待的特斯拉2026年16%交付量增长目标将更有可能实现。他指出：“多数人原本预计特斯拉会推出简配版Model Y，但实际推出的车型本质上与原版一致，仅在车身颜色和轮毂选择上有所限制。”Munster进一步指出，Model Y与Model 3的新定价可能会对售价在3万至3.5万美元区间的竞品车型构成压力，例如日产(NSANY.US)Leaf、现代Ioniq 5以及福特(F.US)Mustang Mach-E。他强调：“对现代、福特和日产而言，挑战并非来自价格，而是软件。随着全自动驾驶(FSD)技术和车载计算能力与续航里程一样，成为电动汽车体验的核心要素，特斯拉在软件领域的优势正持续扩大。”Wedbush Securities分析师Dan Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、通用汽车(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":487431634497632,"gmtCreate":1760030492067,"gmtModify":1760030494283,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"htmlText":"邪恶势力快点唱空，把股价唱下来","listText":"邪恶势力快点唱空，把股价唱下来","text":"邪恶势力快点唱空，把股价唱下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487431634497632","repostId":2574405186,"repostType":2,"repost":{"id":"2574405186","kind":"news","pubTimestamp":1759981121,"share":"https://www.laohu8.com/m/news/2574405186?lang=&edition=full","pubTime":"2025-10-09 11:38","market":"sh","language":"zh","title":"是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2574405186","media":"智通财经","summary":"智通财经APP获悉，特斯拉在推出“精简版”Model 3与Model Y后，再度成为市场焦点。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。股价方面，特斯拉在周三上涨1.29%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。</p><p>Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。Munster认为，这一定价调整意味着，华尔街所期待的特斯拉2026年16%交付量增长目标将更有可能实现。他指出：“多数人原本预计特斯拉会推出简配版Model Y，但实际推出的车型本质上与原版一致，仅在车身颜色和轮毂选择上有所限制。”</p><p>Munster进一步指出，Model Y与Model 3的新定价可能会对售价在3万至3.5万美元区间的竞品车型构成压力，例如日产(NSANY.US)Leaf、现代Ioniq 5以及<a href=\"https://laohu8.com/S/F\">福特</a>(F.US)Mustang Mach-E。他强调：“对现代、福特和日产而言，挑战并非来自价格，而是软件。随着全自动驾驶(FSD)技术和车载计算能力与续航里程一样，成为电动汽车体验的核心要素，特斯拉在软件领域的优势正持续扩大。”</p><p>Wedbush Securities分析师Dan Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。</p><p>Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”</p><p>Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”</p><p>Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。</p><p>股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352963.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352963.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM 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Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、通用汽车(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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