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2025-12-30

[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...

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精彩评论

szf2001
2025-12-30
szf2001
已经很不错了
大赢家山姆哥
2025-12-30
大赢家山姆哥
新能源哪家一样，全年都下滑了

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Tesla discloses expected delivery data for the fourth quarter of 2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.97,"TSYW.SI":0.6},"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）","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":516331875661088,"gmtCreate":1767078319450,"gmtModify":1767078321998,"author":{"id":"3457406693306811","authorId":"3457406693306811","name":"szf2001","avatar":"https://static.tigerbbs.com/983cd8def7f994cc4177866bd724f3c1","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3457406693306811","authorIdStr":"3457406693306811"},"htmlText":"已经很不错了","listText":"已经很不错了","text":"已经很不错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516331875661088","repostId":2595359763,"repostType":2,"repost":{"id":"2595359763","kind":"news","pubTimestamp":1767065357,"share":"https://www.laohu8.com/m/news/2595359763?lang=zh_CN&edition=full","pubTime":"2025-12-30 11:29","market":"us","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2595359763","media":"汽车之家资讯","summary":"[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。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112919238d206qmkw3t61src\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112920164d206hhfpfkl3b7i\"/><p>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。</p><img src=\"http://car2.autoimg.cn/cardfs/product/g33/M03/97/B4/620x0_1_autohomecar__ChxpVmlR6tqAECkoACEjYqQpW_A289.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112942354d2064qdu4bft3g7\"/><p>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/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 姚宇）</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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style 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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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[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...</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":{"LU2063271972.USD":"富兰克林创新领域基金","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" 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姚宇）","news_type":1,"symbols_score_info":{"TSLA":1.97,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":516525089394712,"gmtCreate":1767074602263,"gmtModify":1767074604609,"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561853491958832","authorIdStr":"3561853491958832"},"htmlText":"新能源哪家一样，全年都下滑了","listText":"新能源哪家一样，全年都下滑了","text":"新能源哪家一样，全年都下滑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516525089394712","repostId":2595359763,"repostType":2,"repost":{"id":"2595359763","kind":"news","pubTimestamp":1767065357,"share":"https://www.laohu8.com/m/news/2595359763?lang=zh_CN&edition=full","pubTime":"2025-12-30 11:29","market":"us","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2595359763","media":"汽车之家资讯","summary":"[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。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112919238d206qmkw3t61src\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112920164d206hhfpfkl3b7i\"/><p>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。</p><img src=\"http://car2.autoimg.cn/cardfs/product/g33/M03/97/B4/620x0_1_autohomecar__ChxpVmlR6tqAECkoACEjYqQpW_A289.jpg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251230112942354d2064qdu4bft3g7\"/><p>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/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 姚宇）</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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style 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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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230112951a48879b1&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[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...</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":{"LU2063271972.USD":"富兰克林创新领域基金","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" 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ACC","BK4588":"碎股","SG9999015978.USD":"利安颠覆性创新基金A","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4598":"佩洛西持仓"},"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":{"TSLA":1.97,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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